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DirectoryFinance & InsuranceFinancial ServicesStallikonSynergi Investment GmbH
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Synergi Investment GmbH

Summary

About the company

The core activity of Synergi Switzerland is to provide independent, fee-based financial advisory services to residents of Switzerland, particularly in the areas of investment advice, pension planning and review of existing portfolios.

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Products & services

Industry:Financial Services
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Wealth Management
Comprehensive financial planning service, investment strategy design, wealth preservation, discretionary portfolio management and risk-rated model portfolios.
Retirement Planning
Retirement planning for Swiss residents and expatriates, including assessment of assets, income planning, pension consolidation and review of Swiss pension pillars.
UK Pension Review
Review and analysis of existing UK pension arrangements, transfer options, and suitability of SIPP or QROPS solutions for people living outside the UK.
Existing Portfolio Review
Review of existing investment portfolios to assess current arrangements, optimise performance, reduce costs and align investments with financial goals and risk profile.

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Location

Postweg 17
8143 Stallikon

At a glance

Legal form
Limited Liability Company
UID
CHE-366.800.642
Founded
2019 · 7 years
Last commercial register change
February 4, 2025
Employees
1 to 10

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