The core activity of Swinvest SA is wealth management and financial consulting for private individuals and companies. They offer services such as asset management, financial consulting, trust services, pension insurance and family office.
AI-generated
Offering
Products & services
Industry:External Asset Management
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.
Asset management with discretionary management, advisory management, and defensive, balanced and dynamic investment strategies; aligned to risk profile, objectives and individual parameters.
Financial consulting and planning
Financial consulting and planning with general advice, solutions tailored to personal circumstances, and support across all financial matters.
Pension and insurance solutions
Pension and insurance solutions as part of financial support, aligned to personal needs and financial objectives.
Estate and succession planning
Estate and succession planning with family wealth, succession planning and tax optimisation within wealth structuring.
Real estate management
Real estate management for construction, purchase and sale of properties, integrated into asset and financial advice.
Comparisons
Swinvest SA in comparison
Soon
Industry comparisons are coming soon
We're preparing industry comparisons that rank Swinvest SA by reviews, experience and specialisations.
Knowledge
No knowledge articles yet
Once Swinvest SA has claimed this profile, we'll publish editorial articles and case studies here together.