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DirectoryFinance & InsuranceExternal Asset ManagementLutryKühnel Investment Management Sàrl
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Kühnel Investment Management Sàrl

Summary

About the company

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Asset management, investment portfolio management and other financial services, with investment advice and ongoing support tailored to the client's personal situation.
Mortgages
Search for mortgage financing solutions, amortisation solutions, tax strategies and financial planning for future homeowners, with local service in Romandy.
Insurance optimization
Personalised analysis, recommendations and insurance portfolio optimisation for private clients and companies, with ongoing support, tailored implementation and coordination with partners.
Wealth planning
Financial plan built according to the risk profile, resources and lifestyle, to create a balanced and realistic plan for achieving life goals.
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Location

Route de la Croix 64
1095 Lutry

At a glance

Legal form
Limited Liability Company
UID
CHE-495.588.982
Founded
2012 · 14 years
Last commercial register change
February 15, 2012
Employees
1 to 10

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