The company's core activity encompasses the provision of financial services, particularly in the areas of financial and investment consulting, sales support for financial products, planning and organization of events, as well as training and education. The company supports clients in optimizing or executing their sales activities and offers tailored strategies for financial and sales objectives.
AI-generated
Offering
Products & services
Industry:Financial Services
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.
Selected funds and investment products, including Accumulus Fund, Base Investments Sicav, Earth Fund, Long Term Investment Fund (SIA), GlobalTrendsFund and Tandem Capital.
Marketing and sales for investment products
Marketing and sales support for banks, family offices, pension funds, asset managers and insurance companies in Switzerland and the Principality of Liechtenstein.
Training and education programmes
Practical training and education programmes with experienced trainers, tailored concepts and content such as telephone communication, cold calling, competitive analysis and personal development.
Event management
Organisation of breakfast, lunch and dinner presentations as well as corporate events, including venue selection, invitations, RSVP follow-up and on-site support.
Knowledge
No knowledge articles yet
Once fundvalue GmbH has claimed this profile, we'll publish editorial articles and case studies here together.