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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichVZ Vermögenszentrum AG
VZ Vermögenszentrum AG Logo
Verified· 3 sources

VZ Vermögenszentrum AG

Summary

About the company

VZ Vermögenszentrum AG is a financial services firm providing independent wealth management, financial advice and retirement planning for private and corporate clients. Its offerings include asset management mandates, 3a pension solutions with index investments, mortgage and real-estate advice, and online services such as the VZ Finance Portal, calculators and market data.

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Industry:External Asset Management
✓ Offered8
Asset management and investment advice
Investment advice, asset management, portfolio and securities custody account support, plus investment proposals and portfolio checks for private investors.
Retirement planning advice
Pension analysis, retirement planning, OASI, pension fund and pillar 3a topics, plus checks of financial cover in case of disability or death.
Estate planning advice
Estate planning advice, wills, inheritance agreements, powers of attorney, estate division arrangements, estate administration and support for heirs.
Mortgage and real estate advice
Mortgage strategy, property valuation, sale of residential property, financing of construction projects and investment properties, plus property listings.
Tax advice
Tax planning, completion of tax returns, review of tax bills and support with optimising pension, investment, real estate and estate matters.
Insurance advice
Insurance checks, coverage analysis, policy and premium optimisation, digital policy storage and advice on underinsurance and overinsurance.
Banking services
Banking transactions, securities custody accounts, low-cost banking solutions, crypto-assets, digital financial management and independent investment advice.
Corporate succession planning
Succession planning for businesses, tax optimisation linked to succession and implementation of suitable handover solutions.
Press

Media

March 23, 2026Media
«Kann ich meine neue Brille abziehen?»: Was sich bei den Steuern im Kanton verändert hat
solothurnerzeitung.ch
March 2, 2026Media
Giulio Vitarelli, CEO Vermögenszentrum, im Interview
moneycab.com
July 21, 2025Media
VZ Vermögenszentrum: Wie unabhängig ist es wirklich?
bilanz.ch
April 4, 2024Media
Die Money-Machine namens VZ VermögensZentrum
insideparadeplatz.ch
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Location

Gotthardstrasse 6
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-106.092.018
Founded
1992 · 34 years
Last commercial register change
July 28, 2026
Employees
101 to 500

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