Switzerland
About VZ Holding AG
VZ Holding AG, along with its subsidiaries, delivers comprehensive financial services across Switzerland, Germany, and England. The company specializes in a wide range of financial solutions tailored to individual and corporate needs.
Core Services
- Retirement & Estate Planning: Includes retirement planning, estate planning, real estate pension schemes, tax advice, and corporate succession services.
- Investment & Portfolio Management: Offers portfolio management, ETF investments, securities account consultancy, custody accounts, and portfolio reviews.
- Estate & Will Services: Provides estate consultation, will execution, VZ safe, and specialized advice for the LGBT community.
- Mortgage & Real Estate: Features low-cost mortgages, mortgage alerts, property valuations, and listings of the latest properties for sale.
- Tax Solutions: Covers tax return completion, tax planning, and LGBT-specific tax advice.
- Pension Services: Includes pension analysis, vested benefits, and Pillar 3a solutions with ETFs and individual stocks.
Additional Offerings
- Insurance Services: Insurance checks and digital organizers.
- VZ Depository: Secure financial asset management.
- VZ Financial Portal: A digital platform to assess property values, manage investments, insurance policies, and mortgages, as well as set interest rate alerts.
- Investment Consultancy & Crypto Trading: Expert investment advice and cryptocurrency trading services.
Company Background
Founded in 1992 and headquartered in Zurich, Switzerland, VZ Holding AG operates as a subsidiary of Madarex AG.
