The provision of financial and wealth advisory services to private clients and companies, with the aim of supporting strategic planning, investment optimization and wealth enhancement. The activity includes, among other things, the analysis and management of investment portfolios, with particular attention to risk assessment, monitoring of activities carried out by financial institutions, asset managers and other professionals, production of targeted reporting and promotion of financial packages or instruments - excluding fiduciary and financial intermediation activities. Specialized consulting to improve the operational efficiency of companies, covering areas such as administrative management, marketing, personnel management and computerization of business processes. Support for the commercial development of companies, providing specific tools and consulting, with the aim of facilitating the launch and entry into the market of new entrepreneurial initiatives. The design and implementation of turnkey structures, plants and activities, such as restaurants, shops and other commercial activities, the organization of professional training programs, thematic courses and educational events, aimed at growing business and managerial skills. The company may acquire, hold and dispose of participations in other companies, as well as rights to intangible and immovable assets both in Switzerland and abroad. It may establish branches in Switzerland and abroad, participate in other companies and carry out any other activity related to or connected with the achievement of the company's purpose.
Outbound Leads by COHAGA