The core activity of Chefinvest International AG is wealth management and wealth advisory services for private clients. The company provides individual and professional services to optimally manage and secure its clients' assets in the long term. This includes tactical investing, wealth advisory and the development of tailored strategies that are tailored to the personal goals and needs of the clients.
AI-generated
Offering
Products & services
Industry:External Asset Management
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Tailored wealth management with a risk profile, three investment models, individual support, a custodian bank of your choice, and personal reporting.
Wealth advisory
Comprehensive wealth advisory including the development and implementation of the investment strategy, a sparring partner for investment decisions, regular exchange, and alignment with returns, security, and liquidity.
Financial planning
Financial planning within wealth management, taking into account the risk profile and risk capacity as well as the overall situation of the assets.
Consolidation of banking relationships
Consolidated presentation of the entrusted banking relationships as a central point of contact, with a bundled overview across multiple banks.
Independent monitoring
Ongoing review and controlled optimization of the investment concept using modern software and structured recording of total assets.
Knowledge
No knowledge articles yet
Once Chefinvest AG has claimed this profile, we'll publish editorial articles and case studies here together.