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DirectoryFinance & InsuranceExternal Asset ManagementZugH WEALTH MANAGEMENT SA
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H WEALTH MANAGEMENT SA

Summary

About the company

H Wealth Management provides wealth management consulting services to private individuals, companies and professional clients in Switzerland. The core activities include: * Wealth consulting for expatriates (individuals living abroad) * Strategic consulting for optimizing assets * Consulting for selecting investment opportunities * Global wealth management and optimization. The company thus offers comprehensive consulting services in the field of wealth management to support customers in managing and optimizing their assets.

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Industry:External Asset Management
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Wealth management advice
Wealth management advice for individuals, businesses and professionals; analysis of the financial situation, selection of investment solutions, portfolio monitoring and personalised support.
Wealth strategy
Personalised wealth strategy; comprehensive diagnostic, definition of financial objectives, development of tailored solutions, regular monitoring and anticipation of tax and legal changes.
Expatriate wealth advice and optimisation
Advice for expatriates; assessment of the wealth situation, optimisation of finances abroad, preparation for return, real-estate financing, retirement and needs related to children's education.

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Location

Baarerstrasse 14
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-115.859.397
Founded
2010 · 16 years
Last commercial register change
January 10, 2023
Employees
11 to 20

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