ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLucerneWaltisberg Unternährer Keller Vermögensmanagement AG
Waltisberg Unternährer Keller Vermögensmanagement AG Logo
Verified· 2 sources

Waltisberg Unternährer Keller Vermögensmanagement AG

Summary

About the company

Waltisberg Unternährer Keller Vermögensmanagement AG provides wealth planning and asset management services. Offerings include financial planning, pension and tax planning, succession and estate planning, discretionary asset management, investment advice, portfolio analysis and asset consolidation; the firm describes itself as an independent asset manager and states it does not accept retrocessions or third‑party commissions.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered9
Wealth management
Individual wealth management with a defined investment strategy, a strategic equity allocation, transparent investments and ongoing operational management.
Investment advice
Individual investment advice for defining the investment strategy, selecting suitable investments, analysing and monitoring the portfolio, and making regular investment recommendations.
Wealth planning
Comprehensive wealth planning with solutions in the areas of finances, provision, taxes, succession and estate.
Portfolio analysis
Analysis of existing portfolios to identify weaknesses or conflicts of interest, as well as to reduce risks and optimise returns.
Asset consolidation
Comprehensive consolidation of assets for greater transparency, clarity and an independent view of the asset situation.
Financial planning
Analysis of the financial situation including income, expenses, assets and liabilities, along with optimisation proposals for future decisions.
Retirement and incapacity planning
Planning for retirement and incapacity for judgement, including implementation of measures and support with the provision mandate.
Tax planning
Optimising the overall tax situation in line with finance, provision and estate planning, including tax planning options and investment decisions based on taxes.
Succession and estate planning
Analysis of the marital and inheritance law situation, as well as support with gifts, inheritance advance payments, marriage and inheritance contracts.
Comparisons

Waltisberg Unternährer Keller Vermögensmanagement AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Waltisberg Unternährer Keller Vermögensmanagement AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Waltisberg Unternährer Keller Vermögensmanagement AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Sempacherstrasse 5
6003 Lucerne

At a glance

Legal form
Corporation
UID
CHE-324.408.988
Founded
2017 · 9 years
Last commercial register change
May 20, 2025
Employees
1 to 10

Knowledge

No knowledge articles yet

Once Waltisberg Unternährer Keller Vermögensmanagement AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started

Similar companies

PA
PMpartners AG Portfolio Management Services
Lucerne
AL
Aquila Luzern Vermögensverwaltung AG
Lucerne
FA
Finezia AG
Lucerne
II
Imovag Immobilien Verwaltungs AG, Luzern
Lucerne
II
IFS Independent Financial Services AG
Lucerne
TA
TGL AG
Lucerne
EA
Ebfinanz AG
Meggen
SF
Schenker Finanz Service GmbH
Lucerne