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DirectoryFinance & InsuranceFinancial ServicesZugDecentia Wealth AG
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Decentia Wealth AG

Summary

About the company

The core activity of Decentia Investment Advisory AG is the independent advisory and brokerage of individual investment products, particularly in the area of derivatives, for institutional clients such as independent asset managers, banks, family offices, pension funds and companies. The services include finding the best possible conditions for investment products (Best Execution), monitoring and managing investments throughout their entire lifecycle (Lifecycle Management) as well as providing advice and idea generation for investment decisions.

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Investment advice
Tailored advice for individual investment products, recommendations on the use of customised investment solutions, monitoring of products on the secondary market, and handling at maturity or for an early sale.
Best Execution
Securing the best possible terms for investment products from a wide range of issuers, with a focus on independent execution and regulatory requirements such as FIDLEG and MiFID II.
Lifecycle Management
Ongoing support throughout the entire investment period, monitoring of structured products portfolios, secondary market prices, risk/return profiles and critical thresholds, as well as reporting.

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Location

Bahnhofplatz
6300 Zug
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-361.548.642
Founded
2016 · 10 years
Last commercial register change
December 27, 2023
Employees
11 to 20

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