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DirectoryFinance & InsuranceFinancial ServicesZurichInvestor's Dialogue GmbH
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Investor's Dialogue GmbH

Summary

About the company

The core activity of Investor's Dialogue is independent financial consulting and wealth management for private clients, particularly women, couples and families. The services include financial planning, asset controlling and financial literacy, with the goal of supporting clients in shaping their financial life planning and asset care.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered3
Financial life planning
Financial planning for financial turning points, cross-generational topics, wealth transfer, provision planning and safeguarding assets in the event of incapacity; analysis, scenario options, measures planning and implementation.
Wealth controlling
Independent review of assets and investment implementation, including risk monitoring, quarterly or annual reports, action recommendations, and support during discussions with banks and wealth managers.
Financial Literacy
Kurs und Beratung zur finanziellen Eigenständigkeit, mit individuell anpassbaren Workshops zu Geld- und Vermögensgrundregeln, Behavioural Finance, Banken, Anlagen, Gebühren und persönlichem Controlling.
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Location

Forchstrasse 146
8032 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-107.702.078
Founded
1994 · 32 years
Last commercial register change
June 12, 2020
Employees
1 to 10

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