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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFamily OfficesZurichTrigon Investment Advisors AG
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Trigon Investment Advisors AG

Summary

About the company

Trigon Investment Advisors AG is a financial services firm providing wealth management, investment advisory and investment banking services. It supports wealthy individuals and family offices, and also offers M&A and strategic advisory services.

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Offering

Products & services

Industry:Family Offices
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Systematic Asset Management
Systematic asset management with a rule-based investment process, active security selection and allocation, without currency risk, using physical assets, few positions and broad diversification.
Tailored Asset Management
Tailored asset management for individual objectives and risk tolerance, with sustainable investments, private equity, hedge funds, ongoing rebalancing, reporting and trade execution.
Portfolio-Based Investment Advice and Consulting
Portfolio-based investment advice with direct contact to an advisor, regular interaction and discussion of investment strategy and ideas according to individual needs.
Family Office Services
Family office services with global account consolidation, multigenerational and succession planning, tax and estate planning, trusteeship, foundation and lifestyle management.
M&A and Strategic Advice
M&A and strategic advice for sell-side and buy-side transactions, succession planning, joint ventures, strategic alliances, management buy-outs and buy-ins, valuations and fairness opinions.
Initial Public Offering (IPO)
Advisory and hands-on support for IPOs, from preparation and corporate governance through documentation, investor materials and execution.
Alternative Sources of Funding
Advisory and support for capital raising through debt and equity, including capital structure analysis, financing option review and execution support.
Private Market Products
Private market products with access to private equity, private debt and real estate, including direct investments, co-investments, fund investments and certificates.
Liquid Market Products
Liquid market products with a systematic investment strategy, broad diversification, no currency risk, cost efficiency and availability in USD, EUR, CHF and GBP.
Reviews

Aggregated rating

Aggregated rating
3.5
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle3.511
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Tödistrasse 7
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.305.472
Founded
2009 · 17 years
Last commercial register change
July 7, 2026
Employees
1 to 10

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