The core activity of St. Columbanus AG is wealth management and consulting, in particular the creation of customer-specific investment solutions and wealth management mandates for private clients, including US citizens and individuals residing in the USA.
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Asset management with client-specific investment solutions, tailored to the individual profile and the client’s parameters; pure advisory and asset management mandates, also in collaboration with other asset managers.
Investment advisory
Investment advisory and wealth planning for clients with different risk profiles; development of individual investment solutions considering personal circumstances and diversification needs.
Swiss accounts
Opening bank accounts with institutional financial partners in Switzerland as a basis for savings and investment portfolios; subsequent analysis of the client’s financial needs and requirements.
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