The purpose of the company is to operate an insurance brokerage, real estate and trust office with all related secondary products. The company may establish branch offices, participate in other domestic and foreign companies, acquire similar or related companies or merge with them, acquire properties and enter into all transactions and contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it.
Commercial register, canton of SZ·As of October 16, 2024View on Zefix
Offering
Products & services
Industry:Insurance Brokerage & Consulting
✓ Offered7
Insurance advisory
Needs analysis, advice and development of suitable insurance solutions for individuals and companies; analysis of gaps and compilation of benefit packages.
Fiduciary services
Fiduciary services tailored to individual needs, including a personal discussion of the specific case and ongoing support.
Asset management
Professional, comprehensive management of assets; development and adjustment of investment strategies, implementation and cost-efficient portfolios.
Investment advice
Needs-based investment advice from a specialist; identification of goals and concerns, discussion and adjustment of the investment strategy.
Wealth Management
Professional asset management with an initial meeting, clarification of goals and needs, a tailored investment strategy and subsequent implementation.
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