Solidinvest AG

Individual investment strategy and ongoing exchange; portfolio-based advice with recommendations for action, with the investment decision remaining with the client.

Discretionary wealth management according to individual risk tolerance and investment strategy, implemented independently with periodic exchange and transparent reporting.

Real estate financing and other loans; comparing offers, negotiating terms and supporting buyers and sellers in property transactions.

Financial planning for retirement, succession, estate and marital-property topics, and inheritance-law matters, as well as questions about taxes, KESB, the incapacity planning mandate and advance directives for patients; with specialists if required.

Periodic accountability reports on investments, transactions and performance development; consolidated reporting across multiple portfolios and banks.