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DirectoryFinance & InsuranceFinancial ServicesAdliswilAskfin Consulting AG
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Askfin Consulting AG

Summary

About the company

The core activity of AskFin Consulting AG is the provision of services in the field of Private Wealth Management, including Investment Management, Financial Planning and Real Estate, for private and institutional clients in Switzerland and internationally.

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Offering

Products & services

Industry:Financial Services
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Multi Family Office
Comprehensive wealth management for individuals and groups of families, including asset analysis, wealth structuring, reporting, coordination of specialists and succession planning.
Investment Management Services
Investment advisory and wealth management with tailored strategies, asset protection, diversification, discretionary mandates and advisory mandates for different investor profiles.
Financial Planning
Structured financial planning with an overview of assets, income and expense planning, pension planning, property purchase, taxes and other life events.
Real Estate Advisory
Real-estate advisory with portfolio analysis, data structuring, financing, digitalisation of the portfolio and support for transactions as well as valuations.

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Location

Hündlistrasse 2
8134 Adliswil
Opening hours
Mon
08:30 - 18:30
Tue
08:30 - 18:30
Wed
08:30 - 18:30
Thu
08:30 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.370.283
Founded
2001 · 25 years
Last commercial register change
March 26, 2024
Employees
1 to 10

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