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VZ Holding AG
Other Assets
VZ Holding AG
Other Assets Peer Comparison
Competitors Analysis
Latest Figures & CAGR of Competitors
Company | Other Assets | CAGR 3Y | CAGR 5Y | CAGR 10Y | ||
---|---|---|---|---|---|---|
VZ Holding AG
SIX:VZN
|
Other Assets
N/A
|
CAGR 3-Years
N/A
|
CAGR 5-Years
N/A
|
CAGR 10-Years
N/A
|
||
EFG International AG
SIX:EFGN
|
Other Assets
CHf1.2B
|
CAGR 3-Years
18%
|
CAGR 5-Years
31%
|
CAGR 10-Years
14%
|
||
V
|
Vontobel Holding AG
SIX:VONN
|
Other Assets
CHf2B
|
CAGR 3-Years
-2%
|
CAGR 5-Years
5%
|
CAGR 10-Years
5%
|
|
Partners Group Holding AG
SIX:PGHN
|
Other Assets
N/A
|
CAGR 3-Years
N/A
|
CAGR 5-Years
N/A
|
CAGR 10-Years
N/A
|
||
J
|
Julius Baer Gruppe AG
SIX:BAER
|
Other Assets
CHf7.6B
|
CAGR 3-Years
-7%
|
CAGR 5-Years
6%
|
CAGR 10-Years
18%
|
|
Leonteq AG
SIX:LEON
|
Other Assets
CHf3B
|
CAGR 3-Years
-7%
|
CAGR 5-Years
-3%
|
CAGR 10-Years
16%
|
VZ Holding AG
Glance View
In the world of Swiss financial services, VZ Holding AG has carved out a niche by focusing on an area where many feel vulnerable: personal finance and pension planning. Established in 1993 and headquartered in Zurich, the company has steadily built a reputation as a trustworthy financial advisor, catering predominantly to affluent clients through its advisory services. The heart of VZ Holding’s operations revolves around offering expert advice on wealth management, insurance, tax strategies, and retirement planning. This is not a small feat in a country known for its complex financial landscape, where navigating these waters requires a firm hand and deep expertise. VZ Holding capitalizes on its robust advisory platform, which serves as the primary link between clients seeking clarity and the intricate financial solutions that aim to fulfill this need. The revenue model of VZ Holding AG is equally straightforward yet effective. Rather than relying on the traditional asset management fees, which often align advisors' interests with merely growing clients' portfolios, the firm typically charges flat advisory fees. This aligns them closely with those they serve, ensuring that their advice is untainted by hidden incentives. Additionally, the firm has expanded into providing direct insurance brokerage services and operates a banking subsidiary, which adds another layer to its revenue stream. This diversification allows VZ Holding to balance traditional advisory roles with more modern financial service provisions, effectively capturing a rising market as individuals become more proactive in their financial well-being, particularly concerning retirement security. VZ's transparent business model has not only solidified its position in the market but has also reinforced its clients’ trust, a crucial ingredient in the financial services sector.