Zürcher Balmelli & Partners SA

Asset management
since 1978

Our team

The company offers financial advisory and asset management services to a high professional standard, thanks to a team of employees with many years of experience in the financial sector.

Tradition

Hodler - Eiger, Mönch und Jungfrau in der Morgensonne

Zürcher Balmelli & Partners SA continues the activity of Zürcher Consultancy, which has been managing assets since 1978.

THE COMPANY

Zürcher Balmelli & Partners SA is active in the field of financial advice and asset management, operating independently for both private and institutional clients according to the principles of transparency, accountability and confidentiality.

The skills acquired and the experience gained are a guarantee of professionalism, continuity and success, as attested by the loyalty and esteem of our clients and major banking institutions.

ASSET MANAGEMENT

PLANNING AND STRATEGY

FAMILY OFFICE

TRANSPARENCY

Zürcher Balmelli & Partners AG is authorised to carry out its activities by the Swiss Financial Market Supervisory Authority (FINMA).

RELATIONSHIP WITH BANKS

Zürcher Balmelli & Partners SA has a long-standing partnership with the best Swiss and international depository banks.