Xperts Finanz AG
Asset Management / Wealth Management · Luzern, Lucerne
Xperts Finanz AG is a Swiss asset management / wealth management company based in Luzern, Canton of Lucerne, listed in the Swiss commercial register since 2018 (UID CHE-428.168.789).
Board members & signatories
- Reto Hunkeler — Mitglied des Verwaltungsrates
Registered purpose
Die Gesellschaft bezweckt die Erbringung von Beratungen und Dienstleistungen aller Art in den Bereichen Vermögensverwaltung, Vorsorge, Steuern, Treuhandwesen und Nachfolgeplanung sowie allen damit zusammenhängenden Bereichen. Die Gesellschaft kann bewegliche Sachen und Liegenschaften erwerben, verwalten und veräussern, Beteiligungen an schweizerischen oder ausländischen Gesellschaften erwerben, Ge…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Xperts Finanz does
OFFERING
Xperts Finanz AG provides services in tax consulting, fiduciary services, and retirement planning. They also offer real estate services, assisting clients with important financial decisions and planning needs.
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