The core activity of Thriving Finance is portfolio management, financial planning and asset consolidation. The company offers discretionary or advisory portfolio management services, which can utilize all types of assets and instruments. Additionally, it supports clients in financial planning and asset consolidation to enable optimal asset management.
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Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Discretionary or advisory portfolio management, using all asset classes and instruments according to criteria defined with the client.
Financial planning
Wealth engineering for large families, addressing legal, tax, financial and wealth-related issues, as well as real estate, mortgages, international successions and a change of residence.
Asset consolidation
Independent advice for assets held with multiple custodians, with cost control, overall analysis of the portfolio, monitoring of allocations and negotiation of fee and pricing conditions.
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