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DirectoryFinance & InsuranceExternal Asset ManagementZurichProsperis Sustainable Wealth Management AG
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Prosperis Sustainable Wealth Management AG

Summary

About the company

The core activity of Prosperis encompasses two legally separate areas: 1. Sustainable wealth management: This includes services such as wealth management, consolidation, reporting and securities accounting. 2. Legal advice, tax and financial planning: This includes services such as legal advice, tax advice, financial advice and real estate advice. The company thus offers comprehensive services in the field of wealth management and planning.

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Products & services

Industry:External Asset Management
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Wealth management
Sustainable wealth management with easy-to-understand investment strategies, considering individual risk profiles and investment regulations, as well as protection against losses.
Legal advice
Legal advice on matrimonial property and inheritance law, wills, marriage and inheritance contracts, will execution, personal care mandate and patients' advance directive.
Tax advisory
Tax advisory for tax returns, review of assessments and tax assessments, late declarations, self-disclosures, as well as tax planning and optimization.
Financial planning
Financial planning for major life transitions, assessment of assets and risks, as well as retirement planning with long-term budgeting towards financial independence.
Real estate advisory and property sales
Real estate advisory on transfers of ownership, redevelopment projects, condominium ownership, right of residence and usufruct, as well as sales including valuation, documentation, negotiations and purchase contract.
Sustainable investment strategies
Sustainable investment orientation with exclusion criteria, ESG integration, thematic criteria and shareholder engagement dialogue via Ethos Engagement Pools.
Consolidation
Consolidation of assets from different banks in the portfolio management system with individual and overall analyses, as well as daily reports and checks.
Reporting
Processing of information and documentation tasks with FINMA reporting, sustainability analyses and special accounting reports based on PMS data.
Securities accounting
Securities accounting for companies and organizations with an audited, efficient accounting solution and traceable reports based on a consolidation mandate.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Oberdorfstrasse 8
8001 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.933.714
Founded
2009 · 17 years
Last commercial register change
August 4, 2025
Employees
1 to 10

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