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Jakob Consulting

Summary

About the company

Jakob Consulting is a specialist financial consultancy providing private banking, family office and wealth management services, together with financial structuring, succession planning and portfolio management for high-net-worth individuals, asset managers and institutional investors. The firm works with external legal and sector specialists and delivers advisory, discretionary and institutional mandates.

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Industry:Management Consulting

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Specialist consulting in financial services

Specialised advice in the financial sector focusing on low-risk investment decisions, client-oriented support and discreet, ongoing guidance.

Private Banking

Advice for Private Banking clients, in particular for managing large assets and taking a low-risk approach in line with clear client instructions.

Family Office

Advice for Family Office clients covering asset preservation, coordination and long-term support for family wealth.

Wealth Management

Wealth management advisory and support for the structured, low-risk administration of larger assets according to client guidelines.

Asset structuring

Structuring of assets for orderly investment, risk alignment and adjustment to individual client objectives.

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Jakob Consulting

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Jakob Consulting

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