independent asset management
real estate trading and property management services
VQF SRO member - member of an officially recognised self-regulatory organisation under the Anti-Money Laundering Act
The Company offers wealth management services in the financial sector as independent and individualised asset management, portfolio management, financial consulting, financial planning, tax advisory, inheritance services, real estate trading and rental property management services.
The CEO and founder, Rocco Maiullari, economist, has acquired in nearly 30 years in the banking and financial sector the needed know-how and the essential experience. In 2002 he founded his own private company, in 2006 the company was transformed into a public limited company (Ltd), to enable further partnerships.
As a member of the Financial Services Standards Association (VQF), we are committed to strict professional guidelines and are subject to the statutory provisions of the Anti-Money Laundering Act to prevent money laundering and terrorist financing in the financial sector.
Together with the tax and accounting advisors of L+A Steuerberatung & Treuhand AG we follow the same goal to offer a comprehensive financial advice to our clients and their families. L+A Steuerberatung & Treuhand AG was already founded in 1981. Since 1992 L+A is succesfully managed by Mr. Urs Appenzeller. We advice around 450 clients in Switzerland and abroad.
We regularly visit financial and economic conferences and follow training courses to keep ourselves in this ever changing financial environment up to date.
This together with our long-standing professional experience and our open and honest relationship to our clients are the basis of our success in customer care.
Independent asset management is characterized by the fact that the independent asset manager looks after his clients assets according to his own conviction, which is free from any influence by third parties. The asset manager is therefore not restricted in the choice of investment products.
In addition, an independent asset manager often takes more time for its clients and advises them in an extensive and wide-ranging context. The asset manager acts through a power of attorney on behalf of the customer. The client’s portfolio is held in his/her name and located at a custodian bank.
We are looking forward to analyse portfolios of non-clients too.
Together with the local advisors of L+A Steuerberatung und Treuhand AG
we are able to provide professionell advice for a wider-range of services to our clients.
We manage private and business assets of domestic and foreign clients through renowned Swiss Banks. Where professional competence requires it, we also call in external specialists.
Bank Vontobel, Zurich
Credit Suisse, Zurich
VP Bank, Vaduz
Zürcher Kantonalbank, Zurich
We gladly support you in all respects to real estate property in Switzerland, as
Where needed, we have our external specialists (architects, builders, developers, accredited property evaluators, estate and/or tax advisors etc.) so that we can assist you with the necessary professional competence.
Example of a property sale mandate in Switzerland:
Please contact our Managing Director Rocco Maiullari for a free, not binding initial consultation:
Telefon: +41 44 430 50 77
Rocco Maiullari Vermögensverwaltung
und Finanzberatung AG
Telefon +41 44 430 50 77
Telefax +41 44 430 50 79
Arrival by car:
2 parking spaces are located in front of our office building.
Please note they are called “PRIVAT”.
Arrival by public transport:
Not far from the tramway station "Farbhof".