Verified· 2 sources

SMTH AG

Summary

About the company

SMTH AG is an independent financial services provider offering tailored financial solutions for private and corporate clients. Services include investment advisory and asset management, mortgages and real estate valuation, corporate financing, pension and tax advice, insurance consulting, and digital client services including a 360° check-up.

AI-generated

Offering

Products & services

Industry:Management Consulting

✓ Offered9

Investment advisory

Create investment portfolios and a risk profile, define an investment strategy, implement and monitor it for private clients; independent advice, portfolio structure, ongoing review and adjustments.

Retirement planning analysis

Preparation of an up-to-date retirement planning analysis, review of pension fund statements, occupational retirement provision and pillars 3a/3b; develop and implement solutions to close retirement gaps.

Tax return

Filling out and preparing tax returns for individuals and families, with variants for real estate; digital submission via the customer portal and administrative support.

Real estate valuation

Valuation of properties for purchase or sale using recognized valuation models; assessment of price, risks and opportunities, with support including document review.

Financial advisory

Comprehensive financial analysis, review of existing financing solutions, development of tailored solution approaches and regular monitoring for private and corporate clients.

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.

Discover Leadhub

SMTH AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

SMTH AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

No knowledge articles yet

SMTH AG in comparison

Industry comparisons are coming soon

Similar companies