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DirectoryFinance & InsuranceFinancial ServicesWinterthurFinvia GmbH
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Finvia GmbH

Summary

About the company

The company Finvia offers wealth management and financial services, particularly for private clients and family offices. The core activities include: Strategic asset allocation, Investment infrastructure, Liquid investments, Wealth management, External asset managers, Alternative investments (Private Equity, Venture Capital, Impact Investing, Private Debt, Hedge funds, Infrastructure investments). The company positions itself as a partner for the construction industry and offers modular services, up-to-date controlling options, and access to all investment opportunities. The cost structure is transparent and competitive.

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Products & services

Industry:Financial Services
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Family Office Services
Holistic and independent wealth structuring, investment strategy, investment infrastructure, tax and estate planning, as well as support with family governance and foundation management.
Liquid Investments
Investments in equities, bonds and commodities with the FINVIA ETF strategy, access to selected asset managers and FINVIA wealth management as well as external asset managers.
Alternative Investments
Access to private equity, venture capital, impact investing, private debt, hedge funds and infrastructure investments; digitally subscribable via the FINVIA Investment Platform starting from EUR 200,000.
Real Estate Investments
Direct and indirect real estate investments, including portfolio analysis, selection, financing structure, management, representation of the owners, and access to real estate funds.
Wealth Controlling
Digital wealth controlling with up-to-date reporting, analysis of risk, performance and costs, as well as interfaces for tax advisors, banks and law firms.

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Location

Elisabethenweg 2
8406 Winterthur

At a glance

Legal form
Limited Liability Company
UID
CHE-426.215.550
Founded
2016 · 10 years
Last commercial register change
February 17, 2016
Employees
21 to 50

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