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DirectoryFinance & InsuranceFinancial ServicesZugFinsulting AG
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Finsulting AG

Summary

About the company

The core activity of the company 'finsulting' is independent financial consulting for private individuals and asset managers. The services include pension and retirement planning, investments, portfolio management, compliance and risk management.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered6
Retirement planning advice
Retirement planning advice for private individuals and corporate clients, with analysis of the personal situation and planning covering the pension fund, pillar 3a, investment funds and real estate.
Pension planning
Pension planning with an independent pension plan «Finage», assessment of taking benefits as a pension or a lump sum, financial viability and preparation for the period after retirement.
Investments
Advice on investments and wealth strategy, with categorisation of investment opportunities, opportunities and risks, and support when investing funds from pillar 3a.
Process contributions in portfolio management
Process contributions in portfolio management, from preparing the investment committee to outsourcing the investment process, including implementation of investment decisions and monitoring of clients' portfolios.
Compliance and risk management
Advisory on compliance & risk management, including the development of a tailored control system and support in implementing the compliance function and risk management.
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Location

Sterenweg 7
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-257.501.944
Founded
2016 · 10 years
Last commercial register change
September 30, 2016
Employees
1 to 10

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