Survista Financial Advisors AG
Asset Management / Wealth Management · Zürich, Zurich
Survista Financial Advisors AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-114.084.417).
Board members & signatories
- Roland Iseli — Präsident des Verwaltungsrates
- Peter Gut — Direktor
- André Bandi — Direktor
Registered purpose
Zweck der Gesellschaft ist die Beratung und Erbringung von Dienstleistungen im Bereich der Vermögensverwaltung (Art. 17 Abs. 1 und Art. 24 Abs. 2 FINIG), der Anlageberatung (Art. 19 Abs. 3 lit. a FINIG) und der Finanzplanung sowie die Erbringung von Family-Office-Tätigkeiten. Die Gesellschaft kann Tochtergesellschaften und Zweigniederlassungen errichten und sich an anderen Unternehmen beteiligen. …
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Survista Financial Advisors does
OFFERING
Survista Financial Advisors AG provides asset management and financial advisory services, focusing on tailored investment solutions for private clients. The firm emphasizes cost-efficient portfolio management and transparency in fees and services.
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