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DirectoryFinance & InsuranceExternal Asset ManagementWetzikon ZhGLOBINVEST ASSET MANAGEMENT AG
GLOBINVEST ASSET MANAGEMENT AG Logo
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GLOBINVEST ASSET MANAGEMENT AG

Summary

About the company

The core activity of Globinvest Asset Management AG is asset management and investment consulting for private individuals and companies, including pension planning, insurance trusteeship, mortgage consulting and retirement planning. The company also offers services in the areas of wills, advance care directives and living wills.

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Products & services

Industry:External Asset Management
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✓ Offered7
Asset management
Management and servicing of portfolios for private investors, companies and associations; individual investment strategies, active management, selection of investment instruments, accounts and securities custody accounts in the client’s name.
Investment advisory
Advice on investments with tailor-made investment solutions; consideration of equities, bonds, funds, tax-advantaged investment forms of the 2nd and 3rd pillar as well as alternative investments and trading coaching.
Retirement planning
Comprehensive retirement planning including analysis of the financial situation, calculation scenarios, optimization of taxes, social and private insurances, as well as wealth investments.
Provision advisory & insurance trustee services
Analysis of existing insurance policies, optimization of value for money, administration and servicing of insurance policies via a broker mandate, as well as provision analysis for private individuals and companies.
Financing advisory
Advice on mortgage strategy and real estate financing, negotiation of terms, analysis of contracts and support during the purchase of properties.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Kastellstrasse 6
8623 Wetzikon Zh
Opening hours
Mon
09:00 - 12:00, 13:30 - 18:00
Tue
09:00 - 12:00
Wed
09:00 - 12:00, 13:30 - 18:00
Thu
09:00 - 12:00
Fri
09:00 - 12:00, 13:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-104.513.606
Founded
1998 · 28 years
Last commercial register change
September 13, 2023
Employees
1 to 10

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