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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,041 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichVermögensPartner AG
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VermögensPartner AG

Summary

About the company

VermögensPartner AG provides independent fee-based financial advice and asset management, including pension planning, portfolio analysis, mortgage comparison services and estate-planning advice.

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Offering

Products & services

Industry:External Asset Management
✓ Offered8
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Wealth Management
Independent wealth management for securities accounts, tailored to income, retirement provision and overall wealth situation; bank-independent, commission-free, without proprietary financial products.
Retirement Planning Advice
Retirement planning advice for structuring retirement, focusing on pension fund, AHV, taxes, real estate, mortgages, investments and estate; independent, without product sales.
Wealth Analysis
Bank-independent wealth analysis with a comprehensive assessment of wealth, income, retirement provision and tax situation; including a second opinion on bank proposals and optimization pointers.
Pillar 3a and Vested Benefits
Wealth management mandates for pillar 3a and vested benefits assets in collaboration with Liberty Vorsorgestiftung; with investment strategies, diversification and BVV2-compliant implementation.
Mortgages
Mortgage advisory and interest rate comparison for owner-occupied homes, commercial properties and major projects; including a digital offering via HYPOTHEKE.CH and personal advice.
Estate Planning Advice
Estate planning advice for wills, inheritance contracts, inheritance planning and designation of spouses or partners in a cohabiting relationship; including tax aspects and, if desired, the execution of the will.
Seminars
Free seminars on retirement, investments and wealth building; with expert speakers, information events and activities at multiple locations across Switzerland.
Interest Rate Comparisons
Free interest rate comparisons for pillar 3a, vested benefits accounts, cash bonds and mortgages; continuously updated and accessible without providing personal data.
Press

Media

May 28, 2024Media
Studiogespräch mit Damian Gliott von der Vermögenspartner AG - Kassensturz
srf.ch
March 28, 2023Media
Studiogespräch mit Florian Schubiger, Vermögenspartner AG
srf.ch
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Location

Schweizergasse 6
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-113.453.771
Founded
2007 · 19 years
Last commercial register change
March 17, 2026
Employees
21 to 50

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