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DirectoryFinance & InsuranceExternal Asset ManagementZumikonStanley E. Katz Financial Consulting
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Stanley E. Katz Financial Consulting

Summary

About the company

The core activity of Stanley E. Katz Financial Consulting is the provision of financial advisory services, particularly in the areas of wealth management, investment advice and portfolio management for private and institutional investors. The company supports its clients in achieving their investment goals and offers customized solutions tailored to the individual needs of its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Wealth management advice
Wealth management advice for investors with individual needs, investment ideas and strategies; advice on shares, bonds, funds, structured products and other investment instruments.
Portfolio management
Portfolio management with conservative, balanced and dynamic portfolios; tailored portfolio allocations, rapid adjustments to market changes and aligned to goals such as asset protection or growth.
Offshore advisory
Offshore advisory for clients with international activities, including structured offshore companies and solutions tailored to individual needs.
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Location

Räspweg 15
8126 Zumikon

At a glance

Legal form
Sole proprietorship
UID
CHE-110.089.048
Founded
2003 · 23 years
Last commercial register change
November 22, 2021
Employees
1 to 10

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