The core activity of AarauInvest AG is asset management, in particular the active management of equity portfolios through direct investments in companies, based on a thorough analysis of the companies' financial figures, business models and industries.
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Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Independent wealth management for mainly private clients with long-term direct investments, a clearly defined investment strategy, ongoing monitoring and personal support.
Pension planning
Financial and retirement planning to assess your current situation, align goals with the actual status, build up assets with tax planning, and clarify questions about retirement, pension benefits or capital.
Financial and tax planning
Support in wealth planning with optimised tax planning, definition of immediate measures and guidance in your financial assessment.
Real estate financing
Search for suitable financing for real estate and negotiation of attractive interest terms with banks.
Custodian bank monitoring
Monitoring of order execution at the custodian banks, as well as collaboration with partner banks for custody and account management.
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