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DirectoryFinance & InsuranceFinancial ServicesBaselSwisschange Financial Services AG
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Verified· 3 sources

Swisschange Financial Services AG

Summary

About the company

Swisschange Financial Services AG is a financial services firm offering mortgage comparison and real-estate financing advisory services as well as wealth management and investment advisory. The company arranges mortgages, assists with mortgage renewals, construction financing and buy-to-let financing, and provides portfolio checks and asset management services. As an asset manager the firm holds an authorization under FINIG and is overseen by the supervisory organisation OSFINcontrol AG.

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Products & services

Industry:Financial Services
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✓ Offered11
Asset management
Bank-independent asset management with investment solutions, different risk-return profiles, dynamic strategies and an absolute return approach; including portfolio construction, ongoing management and periodic wealth statements.
Investment advice
Investment advice for active private investors with proactive support, market information, long and short recommendations, and assistance with individual investment decisions.
DepotCheck
Free review of portfolios including risk and opportunity analysis, cost optimization, and development of tailored investment strategies for portfolios from CHF 50’000.
Mortgage comparison
Free mortgage comparison with an individual review of documents, assessment of income, loan-to-value and affordability, and referral of suitable financing offers.
Real estate financing
Tailored financing solutions for owner-occupied property, including securing terms, handling the financing process, and advice on home ownership and affordability.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle55
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Aeschenplatz 6
4052 Basel
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.275.645
Founded
2003 · 23 years
Last commercial register change
February 27, 2024
Employees
11 to 20

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