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DirectoryFinance & InsuranceFinancial ServicesZugSwissDirekt Beteiligungen AG
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SwissDirekt Beteiligungen AG

Summary

About the company

SwissDirekt Beteiligungen AG is a financial and investment boutique providing wealth management and advisory services to high‑net‑worth individuals and entrepreneurs. Its offerings include investment management, independent advisory services, bridging investment opportunities, and tax and legal structuring for wealth preservation under its Wealth Care Concept.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Wealth Management
Tailored investment strategies, risk profiling, discretionary portfolio management, market analysis and due diligence to align portfolios with individual goals.
Independent Investment Advisory
Conflict-free, fiduciary advice with tailored solutions and a holistic view of investments, business interests, family needs and long-term goals.
Wealth Care Concept
Integrated Wealth-Care solutions with investment management, bridging investment opportunities and wealth preservation as three core pillars.
Bridging Investment Opportunities
Intermediation of unique investment opportunities through a network, partnerships and tailored matching of investors and projects.
Wealth Preservation
Tax efficiency, asset protection, compliance with legal regulations, unlocking financial potential, and succession and estate planning.
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Location

Ägeristrasse 8
6300 Zug
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.990.158
Founded
2007 · 19 years
Last commercial register change
February 25, 2025
Employees
1 to 10

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