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Cavendric Peter Leber

Summary

About the company

Financial consulting and financial services.

Commercial register, canton of ZH·As of May 11, 2026View on Zefix

Offering

Products & services

Industry:Financial Services

✓ Offered4

Wealth advisory (Wealth Office)

Wealth planning, selection of suitable banks and asset managers, ongoing monitoring of results and costs, and coordination of all wealth matters.

Wealth planning

Individual wealth architecture, financial plan, value catalog, portfolio specifications and investment regulations based on workshops and personal goals.

Provider search and tender support

Identification of suitable banks and asset managers, tendering via the platform, analysis of proposals, pitch contest and negotiation support.

Control and monitoring of wealth management

Regular analysis of results and costs, benchmarking, annual accounts, cost control, as well as recommendations for action and implementation support.

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Cavendric Peter Leber

About the company

Products & services

Looking for direct email addresses and phone numbers?

Cavendric Peter Leber

About the company

Products & services

Looking for direct email addresses and phone numbers?

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