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DirectoryFinance & InsuranceExternal Asset ManagementTägerwilenAkofin AG
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Akofin AG

Summary

About the company

The company's core activity is wealth management and financial consulting for private clients. The company develops personalized investment strategies and offers consulting services for successful investments. It holds an official FINMA license as a wealth manager and provides independent consulting and investment decisions.

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Products & services

Industry:External Asset Management
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Wealth management
Individual wealth management with tailored investment strategies, ongoing support and adjustments, based on independent decisions and with processing via Swissquote Bank.
Investment strategy advisory
Personal financial and investment strategy advisory tailored to needs and investment objectives, including professional assessment, strategy development and support with investment decisions.
Securities deposit and account service
Portfolio review, custody accounts in CHF, EUR and USD, and access to investments via the online portal of the account-managing partner bank Swissquote.
Stock trading and transaction processing
Worldwide stock trading and fast, cost-efficient processing of investments and transactions via the account-managing partner bank.
Retirement and insurance advisory
Advice on retirement planning and insurance as a complementary financial service within the context of individual wealth and investment strategy.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Bahnstrasse 1
8274 Tägerwilen

At a glance

Legal form
Corporation
UID
CHE-277.947.059
Founded
2024 · 2 years
Last commercial register change
July 8, 2024
Employees
1 to 10

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