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DirectoryFinance & InsuranceExternal Asset ManagementBadenFB Investconsult AG
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FB Investconsult AG

Summary

About the company

The core activity of FB Investconsult AG is wealth management and financial consulting. The company offers personal, individual and independent wealth management tailored to the specific needs of its clients. Services include, among others, the management of client assets, the achievement of financial goals and the enhancement of client success.

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Products & services

Industry:External Asset Management
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Financial Planning
Professional, comprehensive wealth management tailored to financial goals, a long-term financial strategy and personal priorities.
Risk Management
In-depth analysis and careful risk management to balance risk and return.
Asset Allocation
Balanced mix of asset classes such as equities, bonds, investment funds, structured products, real estate and cash for diversification and risk spreading.
Portfolio Management
Selection and monitoring of specific investments within the asset classes, as well as regular review and adjustment of the portfolio.
Liquidity Management
Ensuring sufficient liquidity for short-term needs without jeopardising long-term investment goals.

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Location

Rütistrasse 3a
5400 Baden

At a glance

Legal form
Corporation
UID
CHE-116.233.585
Founded
2010 · 16 years
Last commercial register change
October 20, 2023
Employees
1 to 10

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