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DirectoryFinance & InsuranceFinancial ServicesStetten ShSwiss Invest Selection Group AG
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Swiss Invest Selection Group AG

Summary

About the company

The core activity of Swiss Invest Selection Group AG is the provision of financial services, in particular: financial planning and consulting for private and institutional investors, investment advice and management, asset management and administration, portfolio management and optimization, and investment strategy development and implementation. The company offers its customers individual solutions tailored to their specific needs and goals, and works with a network of partners and asset managers to achieve this.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Financial planning and investment advice
Financial planning with integrated investment advice for private and institutional investors, including analysis of the starting position, implementation of measures and consideration of taxes, inheritance, retirement provision, insurance, real estate and business activities.
Private client advisory
Comprehensive and tailor-made financial planning for private clients, including tax planning, retirement provision planning, real estate, inheritance arrangements, foundations, family offices and questions regarding residence.
Business client advisory
Comprehensive advice for investing unrestricted company funds, focusing on conflict-free investment decisions, transparency regarding performance, risk and portfolio structure, as well as tax, legal, retirement provision and succession issues.
Portfolio check
Professional review of existing securities portfolios, in particular for custody accounts at a bank or wealth manager, including potential in-house products, cost issues or unsatisfactory performance development.
Selection and controlling of portfolio managers
Independent and neutral selection of portfolio managers, flexible and cost-optimised allocation of assets, as well as ongoing integrated controlling using a multi-manager process.
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Location

Braatistrasse 14
8234 Stetten Sh

At a glance

Legal form
Corporation
UID
CHE-112.849.741
Founded
2006 · 20 years
Last commercial register change
March 14, 2019
Employees
1 to 10

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