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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.

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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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SZ Consulting AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

SZ Consulting AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

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