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DirectoryFinance & InsuranceExternal Asset ManagementWollerauSwiss Harvest Asset Management AG
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Swiss Harvest Asset Management AG

Summary

About the company

The core activity of Swiss Harvest Asset Management AG is independent asset management, particularly the development and implementation of individual investment strategies for private and institutional clients, with the aim of preserving and increasing their assets.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management tailored to wishes and needs, with a long-term investment strategy, portfolio support, market analysis and ongoing monitoring of the assets.
Investment strategies
Development of long-term investment strategies based on investment objectives, risk capacity, risk appetite and investment horizon; implementation and ongoing adjustment to market conditions.
Risk profiles
Creation of risk profiles as the basis for defining the investment strategy and aligning the wealth management accordingly.
Investment profiles
Creation of investment profiles to derive suitable strategies, tailored to objectives, needs and the individual investment horizon.
Negotiations with banks and other financial service providers
Negotiations with banks and other financial service providers as part of wealth management and the implementation of the client strategy.
Consolidation
Consolidation of wealth and portfolio data as part of comprehensive support and monitoring of the assets.
Family office services
Individual, discreet support for affluent private individuals and families with a partner company, covering legal, financial and life-related situations beyond pure wealth management.
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Location

Felsenstrasse 46
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-414.658.082
Founded
2011 · 15 years
Last commercial register change
July 22, 2025
Employees
1 to 10

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