The core activity of Investiera Group AG is the provision of financial services, particularly in the areas of asset management and investment advice. The company supports its clients in achieving their financial goals by creating individual investment plans and monitoring their investments. Investiera Group AG is authorized by the FINMA and offers its clients access to various financial products and services to protect and increase their assets in the long term.
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Industry:Financial Services
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Asset management and portfolio management with discretionary mandates, tailored investment solutions, public instruments such as stocks and bonds, and access to alternative investments.
Wealth Planning
Comprehensive wealth planning with estate planning, tax optimization and intergenerational wealth transfer, aligned to long-term financial objectives and legacy ambitions.
Corporate Advisory
Corporate advisory for buy-side and sell-side transactions, supporting clients through transaction phases and strategic and operational goals.
Personalized Services
Portfolio consolidation, reporting, accounting services, tax optimization and cash-flow management for improved oversight and financial control.
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