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DirectoryFinance & InsuranceExternal Asset ManagementZugKuhn, Loeb & Co Wealth Services AG
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Kuhn, Loeb & Co Wealth Services AG

Summary

About the company

Kuhn, Loeb & Co Wealth Services AG is a wealth management firm that provides tailored advisory and investment solutions for private and institutional clients. Its services include wealth planning, investment management, independent advice, and wealth preservation.

AI-generated
Offering

Products & services

Industry:External Asset ManagementFamily OfficesFinancial Services
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✓ Offered5
Investment Management
Investment management with tailored strategies, portfolio management, risk profiling, market analysis and due diligence, plus model portfolios and bespoke portfolio solutions.
Independent Advisory Services
Independent advisory services with conflict-free, fiduciary advice, tailored solutions and a holistic view of investments, family interests and long-term goals.
Wealth Preservation
Wealth preservation with tax efficiency, asset protection, legal compliance, structuring, solutions for blocked assets, and succession and estate planning.
Wealth Planning
Wealth planning and advisory starting with an in-depth discussion of goals, priorities and challenges, as a structured entry into long-term client support.
Bridging Investment Opportunities
Access to selected investment opportunities with network access, project matching and tailored allocation of investors to projects across different sectors.
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Location

Ägeristrasse 8
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-339.606.681
Founded
2026 · 0 years
Last commercial register change
September 8, 2026
Employees
1 to 10

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