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DirectoryFinance & InsuranceFinancial ServicesGenevaUNIVIE SA
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UNIVIE SA

Summary

About the company

The core activity of Univie Genève is to provide financial and pension services, particularly in the following areas: pension planning, wealth planning, real estate, financial guidance, and dedicated asset management. The company offers consulting and solutions to individuals and businesses in these areas to help them achieve their financial goals and secure their assets.

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Offering

Products & services

Industry:Financial Services
✓ Offered8
Comprehensive pension planning advice
Comprehensive pension planning advice, analysis of social, professional and private benefits, comparison of offers, coverage in case of loss of earnings, invalidity, death and retirement.
Wealth planning
Wealth planning, advice on taxes and assets, tax optimization, wealth transfer, situation analyses, implementation and monitoring of the measures.
Financial guidance
Financial guidance, risk profile analysis, portfolio analysis, selection of suitable investments, comparison of market solutions and investment recommendations.
Real estate advice and mortgage financing
Real estate advice, financial plan for the purchase, appraisal and listing for sale, search for financing, structuring of mortgage loans and tax analysis.
Conseil-ConCept
Conseil-ConCept, analysis tools to answer questions on pension planning and investments, guidance focused on the client's needs.
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Location

Rue de la Corraterie 10
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-105.533.497
Founded
2000 · 26 years
Last commercial register change
August 4, 2021
Employees
11 to 20

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