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DirectoryFinance & InsuranceHolding CompaniesZurichRahn & Bodmer Beteiligungsgesellschaft AG IV B
Rahn & Bodmer Beteiligungsgesellschaft AG IV B Logo
Verified· 3 sources

Rahn & Bodmer Beteiligungsgesellschaft AG IV B

Summary

About the company

Rahn & Bodmer Beteiligungsgesellschaft AG IV B is an entity offering services in private banking and asset management. The website lists services such as discretionary asset management, investment advisory, tax and pension planning, foundation advisory, and offerings for external asset managers.

AI-generated
Offering

Products & services

Industry:Holding Companies
✓ Offered4
Foundation consulting
Foundation consulting for the care and support of foundations; listed on the website together with asset management and investment advice for foundations.
Asset management
Asset management for private clients and foundations; delegated portfolio management with personal support and ongoing information on the development of assets.
Investment advisory
Investment advisory for private clients and foundations; objective advice on investment topics as part of asset management.
Taxes & retirement planning
Tax and retirement planning advice for private clients; assessment of the financial situation with a view to retirement, retirement planning and tax opportunities.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 8 reviews across all connected sources

Sources
GGoogle58
★TrustpilotSoon
PProvenExpertSoon

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Location

Münstergasse 2
8001 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-469.471.794
Founded
2019 · 7 years
Last commercial register change
July 10, 2026
Employees
1 to 10

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