The core activity of MARFINX INVESTMENTS is consulting in matters of investments and finance, particularly the management of investment funds and the accompaniment of clients in their investment projects.
AI-generated
Offering
Products & services
Industry:Funds & Investment Companies
✓ Offered3
Distribution of investment funds
Distribution of investment funds in open architecture, with advice based on the comparison of issuers and support in choosing the suitable product.
Investment advice and investor profile
Investment advice based on analysis of the financial situation, objectives, risk tolerance, investment horizon and the type of service requested.
Wealth management support
Personalized wealth management support, with appointments, understanding of the personal situation and follow-up of investment projects.
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.