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Finsulting AG

Summary

About the company

The core activity of the company 'finsulting' is independent financial consulting for private individuals and asset managers. The services include pension and retirement planning, investments, portfolio management, compliance and risk management.

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Products & services

Industry:Financial Services

✓ Offered6

Retirement planning advice

Retirement planning advice for private individuals and corporate clients, with analysis of the personal situation and planning covering the pension fund, pillar 3a, investment funds and real estate.

Pension planning

Pension planning with an independent pension plan «Finage», assessment of taking benefits as a pension or a lump sum, financial viability and preparation for the period after retirement.

Investments

Advice on investments and wealth strategy, with categorisation of investment opportunities, opportunities and risks, and support when investing funds from pillar 3a.

Process contributions in portfolio management

Process contributions in portfolio management, from preparing the investment committee to outsourcing the investment process, including implementation of investment decisions and monitoring of clients' portfolios.

Compliance and risk management

Advisory on compliance & risk management, including the development of a tailored control system and support in implementing the compliance function and risk management.

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Finsulting AG

About the company

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Finsulting AG

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