VermögensPartner
Zürich
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VermögensPartner AG is a FINMA-licensed asset manager that describes its own work as independent and transparent. It bases that claim on doing without its own products and without retrocessions, treating the advice itself as the actual product and working on a fee basis.
The focus is on retirement and pension planning, asset management, and financial and estate planning, rounded out with solutions around pillar 3a. For mortgages, the firm points clients to its partner offering HYPOTHEKE.ch. It also runs seminars on retirement and investment topics.
VermögensPartner keeps offices in Zurich, Winterthur and Chur. The website is in German.