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Fase Wealth AG

Summary

About the company

The core activity of Fase Wealth is the provision of financial services, particularly: wealth management and planning, strategic asset allocation, manager selection and monitoring, financial health check, investment and transaction services, and socially responsible investments (ESG). The company offers these services primarily to athletes and entrepreneurs to secure and increase their assets in the long term.

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Offering

Products & services

Industry:Financial Services

✓ Offered7

Financial Advisory

Financial Advisory for sports professionals and entrepreneurs, with tailored solutions for long-term family wealth, asset growth and personal financial needs.

Asset Planning / Strategic Asset Allocation

Asset planning and strategic asset allocation based on current needs and long-term goals, including defining the optimal allocation for long-term requirements.

Manager Selection

Selection of suitable asset managers through broad search, anonymous tendering, performance evaluation and review of investment philosophy.

Consolidation / Monitoring

Consolidated overview and monitoring of investment guidelines, fees, settlements and performance, including integration of all asset types and reporting.

Financial Health Check-up

Financial health check-up with detailed analysis of the current situation and specific recommendations and optimizations.

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Fase Wealth AG

About the company

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Fase Wealth AG

About the company

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