CB Consulting AG
Asset Management / Wealth Management · Herrliberg, Zurich
CB Consulting AG is a Swiss asset management / wealth management company based in Herrliberg, Canton of Zurich (UID CHE-102.028.027).
Board members & signatories
- Thomas Blapp — Präsident des Verwaltungsrates
- Madlaina Blapp-Franziscus — Mitglied des Verwaltungsrates
- Patrik Marty — Geschäftsführer
Registered purpose
Die Gesellschaft bezweckt die Erbringung und Beratung von Dienstleistungen für Private und juristische Personen, insbesondere; die Vermögensverwaltung im Sinne von Art. 3 lit. c Ziff. 3 des Finanzdienstleistungsgesetzes; die Vermögens- und Finanzplanung, die Anlage- und Pensionsplanung sowie die Steuerberatung und Steuerplanung; die Vermittlung von Versicherungs-, Krankenkassen- und Hypothekarprod…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What CB Consulting does
OFFERING
CB Consulting AG provides a range of financial services including asset management, financial planning, tax declarations and consulting, insurance and health insurance brokerage, mortgage comparisons, pension planning, inheritance consulting, and real estate sales. The firm emphasizes personalized customer service and adapts its offerings to meet individual client needs.
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