The core activity of Peter Nünlist AG is wealth management and investment consulting for private individuals and companies. The company develops personalized investment strategies tailored to the individual goals and needs of its clients, and accompanies them on the path to sustainable wealth growth.
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Industry:External Asset Management
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Wealth management mandates with an individually tailored investment strategy, sustainable wealth growth, risk appetite and investment horizon; selection based on analysis of asset classes, countries, sectors and companies.
Inheritance, financial and retirement planning
Inheritance, financial and retirement planning with a financial plan, coordination of the asset structure, retirement provision and estate arrangements; on request, taking over the role of the executor of the estate.
Family office services
Family office services as part of comprehensive wealth management, including financial planning, retirement advisory, bookkeeping and taxes through the partnership with Xperts Finanz AG.
Real estate advisory
Support with real estate matters related to wealth management, offered in collaboration with Unigamma AG.
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