The core activity of Ehinger & Cie. is investment consulting and wealth management for private clients. The company offers individual consulting and investment strategies to ensure the long-term satisfaction of its customers.
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Products & services
Industry:External Asset Management
✓ Offered7
Asset management
Professional management of assets with a structured investment process, focusing on simple and liquid investments, a medium- to long-term horizon and risk-conscious portfolio management.
Investment advisory
Individual advice on investments and portfolios tailored to clients’ financial situation and preferences, including selection of the bank according to clients’ instructions.
Financial planning and financial advice
Analysis of the financial situation, as well as financial planning and advice for private wealth and retirement provision topics, with personal and individual support.
Retirement planning advice
Advice on retirement provision topics as part of comprehensive financial planning, tailored to clients’ personal situation.
Advice and support for inheritance, tax and real estate matters
Advice and support for inheritances, taxes and real estate issues, complemented by wealth consolidation, analysis and reporting.
Family office services
Administration, payments processing and accounting for wealth and family structures, as well as other organizational tasks in the environment of a family office.
Incorporation and management of corporations and foundations
Incorporation and ongoing management of corporations and foundations, as well as running an office in the administrative context.
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