Triaxis AG is a privately run independent asset management company and a multi-family office service provider. It offers services to individual clients, trusts, foundations and private funds, including asset management, investment consulting, wealth and financial planning, family office services and complementary services.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Active management of portfolios based on an individual analysis of needs, goals, risk appetite and risk capacity; implementation of the investment strategy, ongoing review and risk management.
Investment Advisory
Advisory mandate for investors who want to make investment decisions themselves; support with strategy selection, ongoing market analysis, portfolio monitoring and regular reporting.
Financial Planning
Determination of liquidity and capital needs, definition of financial goals, and support with retirement, pension or lump-sum withdrawals as well as additional contributions to the pension fund.
Wealth Planning
Planning of asset protection and transfer using foundations, trusts, life insurance and private label funds for different family- and generation-related objectives.
Family Office Services
Support for complex wealth and family situations with services covering investment strategy, wealth management, custodian banks, consolidation, family governance, succession planning, taxes and administration.
Knowledge
No knowledge articles yet
Once Triaxis AG has claimed this profile, we'll publish editorial articles and case studies here together.