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PiC Finance SA

Summary

About the company

PiC Finance SA provides wealth management and investment advisory services, including portfolio management, investment strategy, consolidation and performance monitoring, pension fund and retirement planning, estate and tax planning, and real estate financing and optimisation. The firm holds a FINMA licence and works with banking partners to deliver customised financial solutions.

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Products & services

Industry:External Asset Management

✓ Offered6

Portfolio management

Implementation of investment portfolios tailored to individual profiles and objectives, with selection of banking partners based on clients' specific needs.

Investment strategy

Personalised investment strategies tailored to clients' goals, market opportunities and risk tolerance.

Performance monitoring

Comprehensive portfolio supervision, monitoring of income and expenses, evaluation of managers’ performance and independent recommendations for strategic optimisation.

Pension funds & retirement planning

Integration of pension funds into personalised investment strategies to optimise growth and ensure retirement planning.

Estate and tax planning

Tailored strategies for multi-generational wealth management and estate planning, adapted to each family's needs.

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PiC Finance SA

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PiC Finance SA

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