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DirectoryFinance & InsuranceExternal Asset ManagementNeerachBernhard Kauer, Family Asset Management (FAM)
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Bernhard Kauer, Family Asset Management (FAM)

Summary

About the company

The core activity of Bernhard Kauer Family Asset Management is wealth management and investment consulting for private clients, particularly in the area of long-term wealth preservation and development for families. The company offers individual investment strategies, portfolio analysis and investment consulting, with the goal of protecting and developing its clients' assets.

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Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Professional wealth management including investment advice, portfolio management, risk analysis, investment strategy, as well as ongoing support and reporting.
Investment advice
Investment advice with product-specific recommendations, clear information, disclosure of costs and fee-based billing, without any sales interests from banks or fund managers.
Portfolio analysis and investment strategy
Portfolio analysis, risk assessment and development of a suitable investment strategy for the family's assets and future.
Client visits and reporting
Personal visits and ongoing reporting with close contact, transparency and discreet support of the client relationship.
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Location

Vogtmühlestrasse 8
8173 Neerach

At a glance

Legal form
Sole proprietorship
UID
CHE-109.979.461
Founded
2003 · 23 years
Last commercial register change
January 17, 2003
Employees
1 to 10

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