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DirectoryFinance & InsuranceExternal Asset ManagementBaarBolmen Group GmbH
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Bolmen Group GmbH

Summary

About the company

The core activity of Bolmen Group is investment consulting and asset management for private individuals and companies, particularly in the field of financial markets. The company positions itself as a boutique consulting firm, offering informed advice and investment strategies based on its experience in leading investment banks and hedge funds.

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Products & services

Industry:External Asset Management
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Wealth advisory
Wealth advisory for families and companies in the financial markets; analysis of individual needs, goal setting, regular briefings, and Bloomberg-supported insights.
Portfolio structuring
Portfolio structuring with analysis of costs and performance, uncovering hidden fees, and aligning with a macroeconomic environment.
Portfolio restructuring
Restructuring of underperforming portfolios, with an individual strategy, a recovery plan, and close support through to implementation.

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Location

Bahnhofstrasse 7
6340 Baar

At a glance

Legal form
Limited Liability Company
UID
CHE-384.314.150
Founded
2018 · 8 years
Last commercial register change
November 24, 2022
Employees
1 to 10

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