Innovestor AG is an asset management firm that develops tailored investment strategies and constructs portfolios using a top‑down approach and modern portfolio theory. The company also provides real-estate search/placement services and offers legal advice and estate-planning services in cooperation with law firms.
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Asset management for wealthy private clients with individual strategies, portfolio construction by risk profile, diversification, ongoing monitoring and annual performance review.
Financial Advisory
Financial advisory on financing, pension planning, matrimonial and inheritance law, plus insurance, corporate and tax matters within wealth management.
Real Estate Brokerage
Real estate brokerage for residential and commercial property in Switzerland and Europe through partners in the property market.
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