Financial Consulting / Asset Management

  • Affiliation with the self-regulation organisation (SRO) of Treuhand | Suisse with annual verification of compliance with the canon of professional ethics as well as money laundering legislation standards
  • General consulting in terms of financial investments and insurance queries
  • Processing of financial investments based on client wishes including incorporation of suitable legal entities (foundations, trusts, etc.)
  • Administration of safekeeping accounts with restricted authorisation in cooperation with banks and qualified asset managers
  • Comprehensive asset management, processing of payment transactions, negotiation with authorities, insurance companies, etc. (family office)
  • Checking of transactions carried out by banks as well as the compilation of analyses for investors