The company provides wealth management services, including independent consulting, investment consulting and portfolio management. The core activity of the company is to support customers in managing their assets by offering tailored solutions, assessing risks and developing suitable investment strategies.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered2
Investment advisory
Independent, tailored investment advice for affluent families, with an understanding of risk profiles, selection of investment solutions, and regular monitoring of the portfolio.
Wealth management
Daily wealth management for affluent private clients, with a single point of contact, comprehensive solutions, and support for a long-term wealth vision.
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