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Family Office - Multi • Zurich, Switzerland

Bodmer Financial Planning

Bodmer Financial Planning is a family office - multi based in Zurich, Switzerland. Verified contact details, AUM data, and investment preferences on FindLPs.

Family Office - Multi
Investor Type
Zurich, Switzerland
Headquarters
About

Bodmer Financial Planning

Bodmer Financial Planning AG was founded in 1998 by Hans C. Bodmer as a wealth management boutique. The goal has remained the same ever since: helping wealthy individuals and families sustain their wealth through objective advice and individual, transparent solutions. Bodmer Financial Planning AG is a Swiss asset management company based in the White Palace in Zürich, not far from the shores of Lake Zürich. We offer you excellent asset management and first class family office services. We tailor our services to your personal needs.

Investment Focus

What Bodmer Financial Planning Invests In

Preferred geographies: Europe

Location: Stockerstrasse 12\nZurich\nCH-8002\nSwitzerland

Contact Bodmer Financial Planning

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.