The core activity of K Assets SA is investment and wealth management, particularly in individual wealth management and planning for private clients.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered3
Financial planning and consulting
Financial planning and consulting focused on personal needs, life goals and expectations; long-term solutions and preparation for important decisions or unexpected events.
Succession planning for entrepreneurs
Succession planning for entrepreneurs, including company transfer to the next generation or sale of the business, with tax aspects included in long-term pension and financial planning.
Thematic investment consulting
Thematic investment approach and consulting focused on structural trends, institutional investors, market leaders and businesses positioned to benefit from those changes.
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