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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzB-R & H Finance SA
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B-R & H Finance SA

Summary

About the company

The core activity of B-R & H Finance SA is wealth management (Gestion de Patrimoine) for private individuals and families, including advisory and support services for asset management, diversification of investments in stocks, private equity and other assets, as well as the provision of services within the framework of a Family Office.

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Products & services

Industry:External Asset Management
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Family Offices
✓ Offered3
Wealth Management
Private wealth management, wealth balance sheet, tailor-made investment strategies, open architecture, selection of individual securities and third-party funds, independent and long-term support.
Friends & Family Office
Support for selected families, concierge service, organisation and structuring of private and business wealth, family governance, investment advice, wealth engineering and philanthropy.
Tangible Assets & Private Equity
Diversification advice outside the banking sphere, investments in works of art, a wine cellar, cars, agricultural or forestry land, precious metals and private equity stakes.

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Location

Freudenberg 1
6343 Rotkreuz

At a glance

Legal form
Corporation
UID
CHE-111.972.250
Founded
2004 · 22 years
Last commercial register change
March 22, 2023
Employees
1 to 10

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