Finanzwerk AG
Asset Management / Wealth Management · Frick, Aargau
Finanzwerk AG is a Swiss asset management / wealth management company based in Frick, Canton of Aargau (UID CHE-112.234.692).
Board members & signatories
- Jan Bertolli — Mitglied des Verwaltungsrates
- Charles Fillinger — Direktor
- Yves Bertolli — Geschäftsführer
Registered purpose
Die Gesellschaft ist als Vermögensverwalter gemäss Art. 17 Abs. 1 und Art. 19 des Finanzinstitutsgesetzes (FINIG) tätig und untersteht der entsprechenden staatlichen Aufsicht. Zweck der Gesellschaft ist die Erbringung von Vermögensverwaltungsdienstleistungen zuhanden privater und institutioneller Anleger sowie die Ausübung von damit zusammenhängenden Dienstleistungsgeschäften, namentlich Willensvo…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Finanzwerk does
OFFERING
Finanzwerk AG provides a range of asset management services, including portfolio management, reporting, and estate execution. The firm emphasizes transparency in its fee structure and ensures that all retrocessions from banks are disclosed and returned to clients. Their services are designed to offer clients a comprehensive overview of their assets and current market prices.
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