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DirectoryFinance & InsurancePrivate Equity & Venture CapitalZurichSwiss Private Equity Partners AG
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Swiss Private Equity Partners AG

Summary

About the company

Swiss Private Equity Partners AG is a financial services provider offering wealth management as well as fiduciary and tax services. Its services also cover real estate, insurance, financial planning and family office solutions.

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Offering

Products & services

Industry:Private Equity & Venture Capital
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Family Office
Holistic solutions for assets, from asset overview, analysis and structure documentation to succession and estate planning as well as digital reporting.
Asset Management
Individual investment strategies, asset allocation, performance analysis, strategic structuring, portfolio solutions, fund selection as well as ESG, crypto and investment fund solutions.
Fiduciary Services & Taxes
Accounting, CFO services, annual reports, tax consulting and tax returns, VAT advice as well as payroll administration for individuals and companies.
Financial Planning
Financial planning to achieve personal goals, with long-term asset and life planning for individuals and families.
Real Estate
Real estate consulting, market analysis, leasing and property management, buying and selling properties, as well as tax planning for capital gains on land and transfers.
Insurance
Insurance solutions for private and business needs, including PPLI Boutique and structured protection of assets.
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Location

Lessingstrasse 3
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-205.352.884
Founded
2020 · 6 years
Last commercial register change
October 3, 2022
Employees
1 to 10

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