VZ Holding

#2397

Rank

$7.33B

Marketcap

Switzerland

Country

Leadership team

Mr. Matthias Reinhart (Chairman of the Exec. Board & CEO)

Mr. Rafael Pfaffen (CFO & Member of Exec. Board)

Mr. Lorenz Heim (Member of Exec. Board)

Products/ Services

Advice, Finance

Number of Employees

1,000 - 20,000

Headquarters

Zurich, Zurich, Switzerland

Established

1993

Net Income

100M - 500M

Revenue

100M - 500M

Traded as

VZN.SW

URL

https://www.vermoegenszentrum.ch

Overview

Location

Summary

History

Key Team

Recognition and Award

References

Summary

VZ Holding AG, together with its subsidiaries, provides financial services in Switzerland and Germany. The company offers retirement, investment and asset management, mortgage and real estate, will and inheritance, tax, pension benefits and insurance, and account and deposit services to individuals. It also provides occupational benefit, fiduciary, risk management, business insurance, pension funds and foundation, and succession services to corporates. In addition, the company offers financial consulting and wealth management, securities accounts, securities and currency transactions, portfolio advisory and management, and mortgage credits provision and purchasing services, as well as sureties and guarantees for clients. Further, it provides investment research services, as well as consulting and management services; portfolio management; banking services; mortgage management and transfer services; property and casualty insurance products; and management services of investment foundations, pension funds, and other institutions offering occupational benefit schemes. The company focuses on serving individuals and couples aged 50 or over who live in their own homes. It also offers its services through VZ Finanzportal, an online portal, which enables customers to manage their financial transactions online; and a-la-carte support services. The company was founded in 1992 and is headquartered in Zurich, Switzerland. VZ Holding AG is a subsidiary of Madarex Ltd.

History

The company was founded in 1993 by Matthias Reinhart and Max Bolanz as VZ VersicherungsZentrum Ltd. Their aim was to bring transparency to the insurance and banking industries in Switzerland by comparing prices and benefits. The initial purpose of the company included the brokerage of insurance contracts.

Subsequently, the range of services was continuously expanded. In 1997, the name was changed to VZ VermögensZentrum Ltd, and the articles of association were amended. Since then, the focus shifted from brokering to financial consulting and portfolio management.

In 2000, a holding structure was introduced. In March 2007, the subsidiary VZ Depository Bank Ltd was authorised as a bank and securities dealer by the Swiss Federal Banking Commission. In the same month, VZ Holding Ltd went public.VZ Vorsorge Ltd was founded in 2013 as a wholly owned subsidiary of VZ Holding. The unit provides services such as consultancy, administration and management for investment funds, pension funds and occupational benefit schemes.

Key Team

Mr. Giulio Vitarelli (Member of Exec. Board)

Mr. Thomas Friess (Member of Exec. Board)

Mr. Marc Weber (Member of Exec. Board)

Mr. Manuel Rutsche (Member of Exec. Board & Head Asset Management VZ Depository Bank)

Mr. Thomas Schonbucher (Member of Exec. Board)

Mr. Simon Tellenbach (Director for Corp. Clients & Member of Exec. Board)

Mr. Philipp Heer (Member of Exec. Board)

Recognition and Awards

VZ Holding has been recognized for its contributions to the industry, receiving numerous awards from global organizations such as Red Dot, Good Design Awards, and Bloomberg Businessweek. The company is also proud to have been named among China's Top 100 Businesses in 2009.