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DirectoryFinance & InsuranceFinancial ServicesRothristConvit Central GmbH
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Verified· 3 sources

Convit Central GmbH

Summary

About the company

The core activity of Convit is investment consulting, financial planning and fund services. The company supports customers in developing pension strategies and offers comprehensive financial planning and consulting to achieve their financial goals.

AI-generated
Offering

Products & services

Industry:Financial Services
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7
Pillar 3a advice
VBV-certified advice on fund-linked pillar 3a solutions, tax savings, retirement shortfall, ETF-based strategies and transfer of existing 3a balances.
Portability account & policy
Advice on bank portability accounts and fund-linked portability solutions, including market positioning and brokerage of the Liechtenstein-Life portability policy with ETF-based strategies.
SME pension planning
BVG advice for SMEs with product-neutral market positioning, executive pension planning, 1e plans and employee pension provision for companies and insured persons.
Fund Service
Professional fund management with ETF focus, broad fund universe, automatic rebalancing, switch and shift functions as well as sustainability options.
Pension fund assets search
Search for forgotten pension fund balances and LPP funds via the Zentralstelle 2. Säule, including initial fact-finding, research, report and advice.
Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 168 reviews across all connected sources

Sources
GGoogle4.6168
★TrustpilotSoon
PProvenExpertSoon

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Location

Bernstrasse 24
4852 Rothrist
Opening hours
Mon
09:30 - 19:00
Tue
09:30 - 19:30
Wed
09:30 - 19:30
Thu
09:30 - 19:30
Fri
09:30 - 19:30
Sat
09:30 - 19:30
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-143.468.518
Founded
2019 · 7 years
Last commercial register change
January 9, 2025
Employees
21 to 50

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