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DirectoryFinance & InsuranceExternal Asset ManagementSchindellegiS-Quadrat Investment Solutions & Consulting GmbH
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S-Quadrat Investment Solutions & Consulting GmbH

Summary

About the company

S-Quadrat Investment Solutions & Consulting GmbH is an independent asset management firm providing advisory and client services for private and corporate clients and pension funds. Its services include portfolio management and optimisation, structuring of investment products, ongoing portfolio monitoring and consulting for other asset managers and private banks.

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Wealth management
Wealth management for affluent private and corporate clients as well as pension funds, including analysis of existing portfolios, needs assessment, strategic positioning and ongoing monitoring.
Investment advice
Investment advice with definition of the investment horizon, return expectations and an individual chance-risk profile, as well as deriving the appropriate strategic positioning.
Portfolio management
Portfolio management with analysis of the existing portfolio, implementation of individual investment solutions, ongoing monitoring and regular reporting.
Portfolio optimisation
Portfolio optimisation based on derivatives and other investment opportunities, tailored to clients’ needs and market developments.
Intelligent investment products
Intelligent investment products for implementing individual investment opportunities and needs-based investment strategies.

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Location

Chaltenbodenstrasse 4
8834 Schindellegi

At a glance

Legal form
Limited Liability Company
UID
CHE-115.322.996
Founded
2010 · 16 years
Last commercial register change
May 19, 2017
Employees
1 to 10

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