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.
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.
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.
Knowledge
No knowledge articles yet
Once FB Investconsult AG has claimed this profile, we'll publish editorial articles and case studies here together.