Firminvest AG
Asset Management / Wealth Management · Zürich, Zurich
Firminvest AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-108.180.113).
Board members & signatories
- Fabio Pelli — Vizepräsident des Verwaltungsrates
- Frédéric Chanson — Präsident des Verwaltungsrates
- Ulysse Traub — Mitglied des Verwaltungsrates
Registered purpose
Bei der Gesellschaft handelt es sich um einen Vermögensverwalter nach Art. 17 Abs. 1 FINIG. Sie bezweckt die Anlageberatung gemäss Art. 19 Abs. 3 lit. a FINIG und die Vermögensverwaltung gemäss Art. 19 Abs. 1 FINIG sowie die Erbringung von weiteren Dienstleistungen im Finanzbereich, insbesondere Steuern. Die Gesellschaft kann alle Geschäfte eingehen und Verträge abschliessen, die geeignet sind, de…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Firminvest does
OFFERING
Firminvest AG provides asset management services, focusing on custom-made investment strategies tailored to the specific needs of clients. They offer both discretionary and active mandates, allowing clients to either delegate investment decisions or participate actively in the investment process. Their services include continuous portfolio supervision, risk management, and access to competitive pricing with custodian banks.
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