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DirectoryFinance & InsuranceHolding CompaniesZurichSVAG Schweizer Vermögensberatung Holding AG
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Verified· 3 sources

SVAG Schweizer Vermögensberatung Holding AG

Summary

About the company

SVAG Schweizer Vermögensberatung Holding AG provides comprehensive wealth and financial advisory services, including Allfinanz (cross‑industry) advice, financial coaching, and planning for investments, pension provision and insurance cover. The firm performs individual financial analyses, develops tailored financial concepts and supports clients through long‑term personal advisors. It is part of the DVAG Deutsche Vermögensberatung Group.

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Products & services

Industry:Holding Companies
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Financial coaching
Financial coaching for protection, retirement provision and wealth building; personal support, analysis of the current financial situation, goal clarification, and planning and implementation over an extended period.
All-financial advisory
All-financial advice for cross-industry concepts with a single point of contact; solutions for provision, wealth building, protection and wealth growth.
Advisory concept
Advisory concept in five steps: analysis, planning, personal consultation, implementation and long-term partnership for provision, protection and wealth building.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Bellerivestrasse 29
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-227.411.532
Founded
2021 · 5 years
Last commercial register change
September 21, 2026
Employees
1 to 10

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