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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,110 companies indexed · Last updated: today

DirectoryFinance & InsuranceExternal Asset ManagementZurichSolidinvest AG

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Solidinvest AG

Summary

About the company

The core activity of Solidinvest AG is wealth management and investment consulting for private clients.

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Offering

Products & services

Industry:External Asset Management

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Investment advice

Individual investment strategy and ongoing exchange; portfolio-based advice with recommendations for action, with the investment decision remaining with the client.

Wealth management

Discretionary wealth management according to individual risk tolerance and investment strategy, implemented independently with periodic exchange and transparent reporting.

Financing and mortgages

Real estate financing and other loans; comparing offers, negotiating terms and supporting buyers and sellers in property transactions.

Comprehensive financial advice

Financial planning for retirement, succession, estate and marital-property topics, and inheritance-law matters, as well as questions about taxes, KESB, the incapacity planning mandate and advance directives for patients; with specialists if required.

Reporting and consolidations

Periodic accountability reports on investments, transactions and performance development; consolidated reporting across multiple portfolios and banks.

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Location

Mühlebachstrasse 43

8008 Zurich

At a glance

Legal form: Corporation
UID: CHE-103.773.613
Founded: 1985 · 41 years
Last commercial register change: September 22, 2026
Employees: 21 to 50

Knowledge

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