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DirectoryFinance & InsuranceExternal Asset ManagementCollonge-BelleriveBlackden Financial SA
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Blackden Financial SA

Summary

About the company

The core activity of Blackden Financial is independent financial consulting and wealth management for private clients, particularly high-net-worth individuals, in Switzerland and Europe. The services include, among others: financial planning and wealth management, investment advice and risk management, pension and retirement planning, inheritance and gift tax planning, insurance consulting, and independent portfolio management and monitoring. The company collaborates with leading investment companies to offer clients the best solutions and maintains close cooperation with other professionals, such as tax and legal advisors, to provide comprehensive solutions.

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Products & services

Industry:External Asset Management
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Financial Planning
Financial Planning, six-stage process including exploratory discussion, factfinding, analysis, presentation, action plan and regular review meetings; lifetime cashflow forecasting to assess progress toward future objectives.
Investment advice
Investment advice for regular savings and portfolio review, including recommendations for suitable investment solutions, investment reviews aligned to risk tolerance, time frame and currency needs.
Retirement Planning
Retirement Planning, review of existing and future pension provisions and plans, with advice on appropriate investments and structures for retirement savings.
Pension transfers
Pension transfers, including transfer advice for existing pension arrangements and structures for retirement savings; separate guidance is also offered for Irish pension transfers.
Estate Planning
Estate Planning, ensuring assets are held tax efficiently where possible and distributed in line with client wishes on death.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle54
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin du Nantet 22
1245 Collonge-Bellerive
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.504.204
Founded
2007 · 19 years
Last commercial register change
October 11, 2024
Employees
1 to 10

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