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DirectoryFinance & InsuranceExternal Asset ManagementSulzbachblauewiese GmbH
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blauewiese GmbH

Summary

About the company

blauewiese GmbH provides wealth planning and investment advisory services, including the creation of personalised investment guidelines, selection of banks and asset managers, and periodic monitoring of portfolio implementation and costs.

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Products & services

Industry:External Asset ManagementFiduciary Offices
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Wealth planning
Wealth plans for investable assets, the investment horizon, the investment objective and personal preferences; this results in individual investment guidelines for banks or wealth managers.
Support for investing
Guidance through the capital markets, support with planning, orientation on possible paths to reach the target and regular checks on whether the investment is still on track.
Provider selection for implementing the investment strategy
Requesting and comparing offers from banks and wealth managers, as well as jointly selecting the preferred partners for implementing the investment strategy.
Review of investment guidelines and costs
Regular review of compliance with the investment guidelines, investment performance and costs within the agreed ranges.

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Location

Chilenholzstrasse 33
8614 Sulzbach

At a glance

Legal form
Limited Liability Company
UID
CHE-267.495.937
Founded
2021 · 5 years
Last commercial register change
February 18, 2021
Employees
1 to 10

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