Ebfinanz AG

Asset Management / Wealth Management · Meggen, Lucerne

Ebfinanz AG is a Swiss asset management / wealth management company based in Meggen, Canton of Lucerne (UID CHE-100.624.721).

Legal nameEbfinanz AG
AddressBenzeholzstrasse, Meggen
UID / VATCHE-100.624.721
Legal form · StatusAG · Active

Board members & signatories

  • Bruno Reichmuth — Präsident des Verwaltungsrates
  • Patrick Rütsche — Mitglied des Verwaltungsrates
  • Christof Marbacher — Geschäftsführer

Registered purpose

Die Gesellschaft bezweckt die Erbringung von Finanzdienstleistungen aller Art, insbesondere im Bereich Vermögensverwaltung und Verwaltung von Kollektivvermögen unter der De-Minimis-Schwelle (Art. 24 Abs. 2 FINIG), der Anlageberatung sowie Execution-only Dienstleistungen für private, professionelle und institutionelle Kunden. Sie kann sämtliche Geschäfte tätigen, welche im Rahmen einer ganzheitlich…

🔒 Website🔒 Employees🔒 Revenue estimate

Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026

What Ebfinanz does

OFFERING

EBFINANZ AG provides independent asset management services, including wealth management, investment consulting, and financial planning. They create investment strategies tailored to individual goals and risk appetites, and they offer structured products like the EBFINANZ World Portfolio, which invests globally in equities.

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