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DirectoryFinance & InsuranceExternal Asset ManagementBaselHans-Rudolf Roth, Vermögensverwaltung und Anlageberatung
Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung Logo
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Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung

Summary

About the company

The company's core activity is wealth management, particularly investment advice, with the goal of achieving security, growth and returns on its clients' assets.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Management of securities portfolio accounts at a bank based on an investment strategy developed jointly; single-premium deposits with insurance companies, working together with specialists for legal and tax matters.
Investment advice
Advice on banking matters and other investments; selection of appropriate transactions, tailored to personal circumstances, needs and an individual investment strategy.
Development of an investment strategy
Joint development of an investment strategy as the basis for managing the securities portfolio at the selected bank.
Tax-exempt single-premium deposits
Placement of funds with insurance companies as tax-exempt single-premium deposits, partly as collateral for bank loans to finance shares and bonds.
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Location

Bruderholzallee 169
4059 Basel

At a glance

Legal form
Sole proprietorship
UID
CHE-106.541.068
Founded
1985 · 41 years
Last commercial register change
February 28, 2006
Employees
1 to 10

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