Curawin AG provides personal, independent and holistic financial advisory services to private clients, institutions and companies. Services include wealth analysis and structuring, liquidity and pension planning, investment advice and asset management, as well as tax, real estate/financing and estate-planning support.
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.
Development of investment strategies for parts or the entire portfolio, ongoing management within the defined mandate, regular reporting and adjustments as required.
Investment advisory
Sparring partner for clients who decide independently, support with decision-making, execution of the transaction process and portfolio adjustments only after consultation.
Wealth analysis and structuring
Holistic view of the components of wealth, consolidation of the overview and support for targeted management and achievement of objectives.
Financial and retirement planning
Analysis of the retirement provision situation, identification of individual options, support with early retirement and optimisation of retirement provision for entrepreneurs and self-employed people.
Estate planning
Advisory on arranging the transfer of assets to the next generation, support during key decisions and in implementing the necessary measures.
Knowledge
No knowledge articles yet
Once Curawin AG has claimed this profile, we'll publish editorial articles and case studies here together.