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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,962 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementAffoltern Am AlbisWenzinger & Tschan Finanz AG
Wenzinger & Tschan Finanz AG Logo
Verified· 4 sources

Wenzinger & Tschan Finanz AG

Summary

About the company

The core activity of Wenzinger & Tschan Finanz AG is wealth management, in particular individual investment advice and management for private clients, as well as the creation of tailored financial solutions. The company also offers additional services such as real estate, trust and pension consulting.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered8
Wealth Management
Manage, optimize and sustainably develop assets; comprehensive wealth analysis, tailored investment strategy, consolidation of total assets, ongoing monitoring and annual review.
EAM – External Wealth Management
External wealth management independent of the bank; strategic steering of assets, investment decisions, coordination with banks and support with an existing banking relationship.
Financial Boutique System
A holistic financial concept including wealth management, trust services, personal services, real estate and retirement planning; individual support, liquidity planning, risk monitoring and coordinated solutions.
Fiduciary Services
Tax matters in Switzerland, representation in objections and proceedings, retirement provision mandates, will advisory services, estate execution and inheritance divisions.
Real Estate
Finance, buy and sell properties; support with acquisition, financing discussions with banks, sale including clearing, valuations and handling of formalities.
Personal Services
Family-office-like support in everyday life, mail and invoicing service, help with relocation to Switzerland, and structures such as foundations.
Retirement Planning
Personal retirement provision analysis with various scenarios, flexible liquidity planning and planning for retirement or early retirement based on the asset situation.
EAM Succession
Succession solution for external wealth managers with a FINMA-compliant structure, taking over compliance and administration, integration of mandates and an orderly handover.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

April 19, 2025Media
Grosser Erfolg mit dem Depot 7087M6
affolteranzeiger.ch
February 27, 2025Media
Die erfolgreichsten Vermögensverwalter der Schweiz
bilanz.ch

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Location

Poststrasse 2
8910 Affoltern Am Albis
Opening hours
Mon
08:30 - 12:00, 13:30 - 17:00
Tue
08:30 - 12:00, 13:30 - 17:00
Wed
08:30 - 12:00, 13:30 - 17:00
Thu
08:30 - 12:00, 13:30 - 17:00
Fri
08:30 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.413.946
Founded
2001 · 25 years
Last commercial register change
August 19, 2025
Employees
11 to 20

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