Widmer Group GmbH provides advisory and management services in investment management, investment strategy, risk management, and project management. For private clients, the company also offers financial planning, tax advice, and support with property financing and sales.
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Industry:Management ConsultingFinancial Services
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Independent, comprehensive and neutral advice on all financial matters, including an investment portfolio check-up, cost-saving opportunities, financial planning and tax advice.
Investment strategy advisory
Developing and reviewing investment strategies, including the definition and validation of the investment strategy as well as performance assessment of external asset managers.
Wealth management and asset allocation
Asset allocation and management, investment process, controlling and reporting, as well as risk management for family offices and companies.
Project leadership and management
Project leadership and management for companies, as an independent consulting service alongside investment and wealth matters.
Advocacy in committees
Representation of interests on the board of directors, board of trustees, in the pension fund and in the investment committee.
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