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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today

DirectoryFinance & InsuranceExternal Asset ManagementVésenazV3 Capital Advisors Sàrl

Verified· 2 sources

V3 Capital Advisors Sàrl

Summary

About the company

V3 Capital Partners LLC is engaged in financial services, particularly in capital investments and asset management.

AI-generated

Offering

Products & services

Industry:External Asset Management

✓ Offered8

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Strategic wealth planning

Strategic wealth plans based on a Life Audit, reviewing holdings, aspirations and objectives; aligning assets, risk exposure and future decision-making with personal goals.

Trusted representative service

Trusted representative for financial matters, monitoring banking and investment arrangements, reviewing contracts and paperwork, and handling account administration and related tasks.

Investment advisory and monitoring

Pro-active investment advisory, sourcing investments and managers, tracking portfolios, and proposing strategy changes as circumstances or markets change.

Consolidated wealth reporting and digital client access

Consolidated reporting, portfolio commentary and market commentary through the V3 app and client portal, with 24/7 access to a consolidated view of financial positions.

Estate planning and succession solutions

Estate planning and succession solutions, including assistance with legal structures such as companies and trusts, plus sourcing suitable insurance policies.

Collectibles advisory and administration

Advisory and administration of collectibles, including art-related services and nominee arrangements with art houses.

Concierge and lifestyle support

Concierge assistance, including sourcing unique experiences, VIP events, unique items, and support for education and work-experience opportunities for the next generation.

Regulatory and fiscal analysis

Monitoring regulatory changes, compliance guidance across jurisdictions, and fiscal analysis and simulations for clients considering emigration.

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Location

Hier entsteht die Karte

Chemin du Vieux-Vésenaz 3 a

1222 Vésenaz

At a glance

Legal form: Limited Liability Company
UID: CHE-116.225.433
Founded: 2010 · 16 years
Last commercial register change: November 27, 2024
Employees: 1 to 10

Knowledge

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