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Optifolio SA

Summary

About the company

The core activity of Optifolio is independent financial consulting and wealth management for local and international high-net-worth individuals. They offer surveillance, guidance and assistance, positioning themselves as a trusted partner who prioritizes their clients' interests.

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Offering

Products & services

Industry:External Asset Management

✓ Offered2

Asset management advice

Independent advice on managing global wealth for local and international affluent private clients; analysis of performance, offering and fees of existing financial service providers.

Monitoring, guidance and support in wealth management

Surveillance, guidance and assistance for clients dealing with their wealth; support with data analysis, performance comparisons, fee monitoring and adjustment of asset allocation.

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Optifolio SA

About the company

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Optifolio SA

About the company

Products & services

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