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vermoegenszentrum.ch

Independent financial advice in Switzerland on pensions, investments, taxes, mortgages and estate planning for private clients

Switzerlandvermoegenszentrum.chWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-28

About vermoegenszentrum.ch

VZ VermögensZentrum is an independent financial services firm in Switzerland. Its services cover retirement planning, securities custody (Wertschriftendepot) through the VZ Depotbank, pillar 3a investing in index funds, mortgage strategy, asset management mandates, and online tools for tax and savings-rate comparisons.

Customers are private individuals and households, and business owners who need succession and executive pension planning. The firm states that it does not issue its own financial products and does not earn brokerage commissions, financing itself through advisory fees and custody or administration fees.

The company was founded in 1993 and states that it has around 2000 employees. Clients are assigned a personal adviser and can meet them at a VZ client office or use the digital VZ Finanzportal. Its careers page invites applications from university graduates, school leavers, apprentices and career changers.

Product: Pension planning, securities custody, pillar 3a index investing, mortgage strategy, asset management mandates and online tax and savings calculators.

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