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Family Office - Multi • Zurich, Switzerland

Portfolio Consulting

Portfolio Consulting is a family office - multi based in Zurich, Switzerland, founded in 2003. Verified contact details, AUM data, and investment preferences on FindLPs.

2003
Year Founded
Family Office - Multi
Investor Type
Zurich, Switzerland
Headquarters
About

Portfolio Consulting

Portfolio Consulting is a multi-family office based in Zurich, Switzerland. Established in 2003, The firm provides financial planning, investment management, portfolio management, tax advisory and fiduciary services to high-net-worth individuals, families, selected institutions, and charitable trusts. The firm was established as a single-family office. Since 1994 we service families and ultra high net worth individuals in selecting the most qualified asset managers in all liquid asset classes.

Investment Focus

What Portfolio Consulting Invests In

Investment types: Balanced, Special Situations

Sectors & themes: Business Services, Financial Services, Investment Management Finance

Preferred geographies: Europe

Location: Wolfswinkel 18\nZurich\nCH-8046\nSwitzerland

Contact Portfolio Consulting

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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 We do not publish personal residential information; firms or individuals may request removal at /contact.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.