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FinGuide AG

Summary

About the company

The core activity of FinGuide AG is wealth management for private individuals and companies, in particular independent and neutral consulting in the selection of asset managers and providing decision-making bases for investment decisions.

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Offering

Products & services

Industry:Financial Services

✓ Offered4

Intermediation of asset management

Asset management for individuals from CHF 500'000; needs assessment, comparison of costs and returns, review meeting, support in choosing the right provider.

Asset management for companies

Support for companies with employee retirements; assistance for employees with pension fund capital in identifying the appropriate asset manager—independent, neutral and free of charge.

Selection and comparison of private banks and wealth managers

Identifying suitable private banks and independent wealth managers; multi-stage review of returns, risks, costs and the fairness of business conduct.

Needs-based financial advice

Structured collection of individual needs, matching with the provider database, discussion of the evaluation and support with decision-making.

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FinGuide AG

About the company

Products & services

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FinGuide AG

About the company

Products & services

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