The core activity of BT Finance is independent wealth management and consulting for private clients. They offer services such as wealth management, investment advice, portfolio management and financial planning, focusing on the individual needs of their clients and not offering standardized solutions.
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Industry:External Asset Management
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Asset management tailored to the investor profile, with a structured approach, rigorous risk management, long-term perspective and transparent reporting.
Retirement planning and retirement solutions
Pension planning solutions 3a and 3b with a comprehensive wealth perspective, tax optimization, security and continuity for the client and their loved ones.
Thematic fund management
Investments focused on sectors with strong potential, with a disciplined approach, sector diversification and professional monitoring of the selected themes.
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