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Financial planning in Zurich
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Pensador Partner AG
Dr. oec. HSG • CEO
Kaufmann Thomas
All Financial planning in Zurich
Pensador Partner AG
Dr. oec. HSG • CEOKaufmann Thomas
Financial planning in Zurich
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Pensador Partner AG – Contacts & Location
Description
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PENSADOR Partner AG is a Swiss asset manager with more than 25 years of history and offices in Zurich and St. Gallen. The company was founded in 1995, is completely independent and 100% owned by the partners. Two founding partners are still active; five new partners have joined since 2017 as part of the planned succession plan.
Maintaining value and creating added value for the benefit of our private and institutional clients. This is at the heart of everything we do. We live by this credo with a broad vision and a steady hand. To this end, we work with you to develop a long-term wealth strategy that is precisely tailored to your personal needs and goals. We attach great importance to sustainable solutions and reliable service, not only in the area of asset management, but also in comprehensive financial planning. It goes without saying that we incorporate individual considerations on topics such as pension provision, pension funds, taxes and inheritance law aspects into our services.As a licensed manager of collective assets, we are directly subject to FINMA and are committed to the highest standards of due diligence and professionalism. This license allows us to manage not only private assets but also the assets of pension funds and investment funds.PENSADOR Partner AG stands for straightforward, independent asset management and the continuation of a successful investment philosophy. Our value-oriented way of thinking, coupled with a clear investment process, guarantees you continuity and success in asset investment.- German
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