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Kaiser Partner Wealth Advisors
KAISER PARTNER FINANCIAL ADVISORS LTD. is an SEC-registered investment adviser in ZÜRICH, registered since 2009. The firm manages $1.8 billion in assets,...
Overview
KAISER PARTNER FINANCIAL ADVISORS LTD. is an SEC-registered investment adviser in ZÜRICH, registered since 2009. The firm manages $1.8 billion in assets, with $327 million managed on a discretionary basis. It has 12 professionals, including 6 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Additional offices
Vaduz, Liechtenstein
Sector focus
Frequently asked questions
What investment stages does Kaiser Partner typically target?
Kaiser Partner targets liquid public markets — equities, fixed income, and alternative strategies — not early-stage venture or private equity stages. Its model is built around portfolio construction for wealth preservation and some growth, not direct company-building investments.
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