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DirectoryFinance & InsuranceExternal Asset ManagementBrigSZ Consulting AG
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SZ Consulting AG

Summary

About the company

The core activity of SZ Consulting is wealth management, including wealth consulting, wealth accumulation, preservation and growth, as well as personal customer care in matters related to their financial goals and needs.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered3
Wealth management
Wealth management with a personal strategy, active portfolio management and continuous monitoring; tailored to needs, risk appetite and investment horizon.
Wealth advisory
Wealth advisory for private clients and institutions; analysis of financial options, development of the investment strategy and support in building, preserving and growing assets.
Wealth management mandates
Wealth management mandates in the variants SZ Classic and SZ ETF-Select; individual portfolios, defensive orientation, quality securities, regular distributions or capital growth.
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Press

Media

October 12, 2018Media
SZ Consulting AG Vermögensverwaltung feiert 20-jähriges Bestehen
1815.ch
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Location

Bahnhofstrasse 4
3900 Brig

At a glance

Legal form
Corporation
UID
CHE-103.287.169
Founded
1982 · 44 years
Last commercial register change
December 30, 2024
Employees
11 to 20

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