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DirectoryFinance & InsuranceExternal Asset ManagementZurichWergen & Partner Vermögensverwaltungs AG
Wergen & Partner Vermögensverwaltungs AG Logo
Verified· 4 sources

Wergen & Partner Vermögensverwaltungs AG

Summary

About the company

The core activity of Wergen & Partner is wealth management, particularly advising and supporting national and international private clients, family-owned businesses and corporate clients in managing their assets. This includes services such as investment consulting, asset management and complementary services.

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Offering

Products & services

Industry:External Asset Management
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Wealth Management
Wealth management for private clients and family offices, with ongoing portfolio administration, continuous monitoring and periodic reporting.
Investment Consulting
Investment consulting within a long-term, agreed investment strategy, taking into account risk capacity, risk appetite and available investment opportunities.
Asset Management
Asset management for affluent private and institutional clients, with objective execution, ongoing monitoring and consideration of regulatory and tax requirements.
Supplementary Services
Supplementary services for cross-disciplinary matters, including cooperation with external specialists in Switzerland and abroad and support in selecting a custodian bank.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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

Press

Media

January 3, 2022Media
Julius Bär verkauft strategische Beteiligung | News | Aktuell
investrends.ch
December 29, 2017Media
Julius Bärs Irrsinns-Kauf einer Vermögensboutique
insideparadeplatz.ch

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Location

Bahnhofstrasse 12
8001 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-378.941.485
Founded
2017 · 9 years
Last commercial register change
June 24, 2026
Employees
11 to 20

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