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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryBusiness & Technical ServicesManagement ConsultingZurichInvesTAO Switzerland AG
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InvesTAO Switzerland AG

Summary

About the company

InvesTAO Switzerland AG is an FCA-regulated investment advisory and placement boutique specialising in China–Europe cross-border markets. It advises institutional investors, asset managers, private banks, wealth managers and family offices on fund selection, capital raising and strategic investor engagement, and provides capital introduction, corporate finance advisory and fund marketing services.

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Fund Selection
Fund selection for institutional investors with manager selection, due diligence, ongoing monitoring and coverage of outperforming asset managers as well as new-generation hedge funds.
Capital Introduction & Fund Placement
Capital introduction and fund placement with tailored introductions, placement solutions and cross-border market access between China and Europe.
Corporate Finance Advisory
Corporate finance advisory and investor relations support for cross-border transactions, capital raising and strategic investor communications in Europe and Greater China.
Fund Marketing & Promotion
Marketing and promotion for funds with roadshows, digital outreach, curated investor communications and support for visibility with investors.
Distribution and Advisory
Sales support in China, mapping and matching with institutional investors, manager selection advisory and strategic investor matching advisory.
Placement Service
Placement service for Chinese asset managers with pre-marketing, fund raising and ongoing support throughout the fund life cycle.
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Location

Kurhausstrasse 78
8032 Zurich

At a glance

Legal form
Corporation
UID
CHE-175.112.273
Founded
2021 · 5 years
Last commercial register change
August 3, 2026
Employees
1 to 10

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