The core activity of Firminvest AG is the provision of asset management services, in particular the development and implementation of customized investment strategies for private and institutional clients. This also includes Family Office services, such as financial consulting, asset structuring, succession planning and tax planning. The company also offers investment advisory services, where clients receive individual investment advice.
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Industry:External Asset Management
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Wealth management with freely selectable mandates, an individual investment strategy, ongoing portfolio monitoring and risk management, as well as a long-term investment approach.
Investment Advisory
Investment advisory within an Active Mandate with personal guidance on individual investments, regular investment proposals, and final decision responsibility with the client.
Family Office Services
Family Office services with Financial Consulting, Private Markets & Real Estate, overall investment strategy, asset structuring, Foundations & Trusts, succession planning, asset consolidation, as well as tax planning & relocation.
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