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DirectoryFinance & InsuranceExternal Asset ManagementMarin-EpagnierBT Finance SA
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BT Finance SA

Summary

About the company

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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Products & services

Industry:External Asset Management
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Portfolio management
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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Location

rue du Champ-des-Piécettes 1
2074 Marin-Epagnier

At a glance

Legal form
Corporation
UID
CHE-104.985.000
Founded
1998 · 28 years
Last commercial register change
February 14, 2025
Employees
1 to 10

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