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DirectoryFinance & InsuranceExternal Asset ManagementRotkreuzJürgen Kob - Friends & Finance
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Jürgen Kob - Friends & Finance

Summary

About the company

The core activity of the company "Friends Finance" is wealth management and wealth advisory services for private clients, particularly in the areas of investment advice, portfolio management and financial planning.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Asset Management
Asset management for funds that are intended to be invested securely; with an investment strategy, conservative to speculative portfolios, and selection of equities, bonds, alternative investments, and liquidity.
Wealth Advisory
Wealth advisory with an individual strategy, purchase and sale decisions made by the client, support aligned to the risk profile, as well as securities account analysis and an independent assessment of the securities portfolio.
Coaching
Financial coaching to reflect on money, risk, and investing behaviour; support in recognising recurring investing mistakes and in changing decision-making behaviour.
Work with Young People
Supporting young people regarding success, finance, and financial competence; outreach via schools, associations, youth groups, social media, YouTube, e-books, and apps.
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Location

Allrüti 11
6343 Rotkreuz
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-458.866.438
Founded
2022 · 4 years
Last commercial register change
December 27, 2022
Employees
1 to 10

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