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DirectoryFinance & InsuranceExternal Asset ManagementAffoltern Am AlbisFANUM Consulting AG
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FANUM Consulting AG

Summary

About the company

The company's core activity is asset management for stock exchange investments, particularly the management of shares and other securities for private clients. The company offers individual investment advice, portfolio management and analysis, and focuses on personal and flexible customer care.

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Offering

Products & services

Industry:External Asset Management
✓ Offered
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3
Wealth management
Individual wealth management for stock market investments, with a personal investment profile, ongoing portfolio support and up-to-date information instead of blanket performance promises.
Portfolio review and stock analysis
Free portfolio check as well as analysis of stocks, funds and other investment forms to review the investment strategy and the portfolio.
Account opening
Formal account opening to prepare wealth management support, including entering the details, preparing the bank documents and sending the documents by post.

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Location

Sagistrasse 12
8910 Affoltern Am Albis
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.076.671
Founded
2001 · 25 years
Last commercial register change
July 19, 2023
Employees
1 to 10

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