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DirectoryFinance & InsuranceExternal Asset ManagementRussikonArrow Advisory AG
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Arrow Advisory AG

Summary

About the company

The company's core activity is investment advice and wealth management for private clients, including financial planning, estate, retirement and pension planning, financing and tax consulting.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
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Financial advisory
Financial planning, retirement planning, succession planning, investment advice and insurance management.
Asset management
Asset consolidation, asset management mandates and administration of special asset classes, including philanthropic projects.
Investment projects
Project and company assessments, modelling of business plans, cash-flow statement analysis, project management and sourcing of funding.
Wealth analysis
Analysis of total assets, risk and return profile, as well as analysis of competitors’ asset management mandates.
Brokerage
Brokerage of financing, mortgages, lawyers, tax advisors and real estate experts.

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Location

Steinbüelweg 12
8332 Russikon

At a glance

Legal form
Corporation
UID
CHE-115.211.782
Founded
2009 · 17 years
Last commercial register change
June 26, 2020
Employees
1 to 10

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