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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingWohlenschwilSwiss Fund Services AG
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Swiss Fund Services AG

Summary

About the company

The core activity of Swiss Fund Services AG is investment consulting, asset management and financial planning for private individuals and small and medium-sized enterprises (SMEs). The company offers specific services such as investment consulting, insurance, tax planning and financial planning to support customers in managing and growing their assets.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial planning
Strategic financial planning for individuals and SMEs, with comprehensive analysis of assets, investments, real estate, liabilities, retirement provision, taxes as well as matrimonial-property and inheritance law.
Investment advisory
Investment advisory with portfolio analyses, risk management, evaluation of investment options, investment recommendations, diversification and optimisation of investment holdings.
Tax planning
Tax planning and tax consulting with analysis of tax obligations, optimisation opportunities, completion of the tax return, review of the tax assessment and representation before the tax authorities.
Insurance advisory
Insurance advisory for matters and assets, with needs assessment, transparent terms and support with insurance solutions and retirement provision.

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Location

Amselweg 1
5512 Wohlenschwil

At a glance

Legal form
Corporation
UID
CHE-476.734.527
Founded
2015 · 11 years
Last commercial register change
October 28, 2024
Employees
1 to 10

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