The core activity of FINANZWERK AG is wealth management for clients, including services such as portfolio analysis, portfolio management, investment concept, reporting and estate planning. The company offers independent, transparent and secure wealth management, without conflicts of interest or preference for its own financial products.
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Industry:External Asset Management
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Asset management without conflicts of interest, with personal risk profile analysis, an individual investment strategy, diversification, cost control and daily net performance measurement.
Reporting
Reporting with a quarterly overview of the asset structure by asset class, country and sector analysis, duration, credit quality of the debtors and detailed performance contributions.
Portfolio analysis
Free and non-binding analysis of existing portfolios based on an up-to-date statement of assets, including an assessment of conflicts of interest, custody/holding commissions and retrocessions.
Testamentary execution
Personal testamentary execution for the administration of the estate, preparation and implementation of the division, and informing the heirs about the estate settlement.
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