The company offers services in the areas of Wealth Management, Banking and Asset Management. This includes Wealth Planning, Additional Services, Alternative and Special Services as well as Custody Bank Selection. The company supports clients in selecting the right investment strategy and offers transparent and competitive fees.
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Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Independent financial advice, risk analysis, portfolio management and investment guidance without a wealth management mandate; from CHF 350,000 in invested capital.
Wealth Planning and Succession Solutions
Tailored solutions for wealth planning and succession planning, complemented by trust structures, life insurance and support with corporate structures.
Additional and Administration Services
Consolidated accounting, international retail bank accounts, health insurance and other administrative add-on services for affluent private clients and families.
Alternative Investments and Special Services
Purchase and sale of real estate, real estate development and management, mortgage solutions, aircraft and yacht financing, art investment and super wine advisory.
Relocation and Concierge Services
Relocation, second passport and residence solutions, maintenance and rental services, concierge family administration services, as well as support for international schools.
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