The company's core activity is wealth management, in particular the individual and independent management of customer assets through the development and implementation of tailored investment strategies. This also includes complementary services such as consulting and support on tax issues, retirement, real estate, financial planning and succession planning.
AI-generated
Offering
Products & services
Industry:External Asset Management
✓ Offered3
Wealth management
Wealth management with an individual investment strategy, active management of assets, ongoing monitoring of the portfolio and personal advice.
Comprehensive support
Advice and support on tax matters, retirement and real estate, financial planning, succession arrangements, as well as involving specialists and partner banks.
Security and portfolio monitoring
Continuous monitoring and adjustment of the portfolio, analysis and assessment of risks, collaboration with custody banks and regular supervisory reviews.
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