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DirectoryFinance & InsuranceExternal Asset ManagementSchaffhausenforClients Partner AG
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forClients Partner AG

Summary

About the company

forClients Partner AG is an asset manager providing tailored investment and wealth-management services for private and institutional clients. The firm emphasises independent advice, direct client contact and risk-aware investment strategies.

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Products & services

Industry:External Asset Management
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5
Wealth management advice
Comprehensive wealth management advice with analysis of the overall financial situation, an individual investment strategy, capital investment, liquidity planning, portfolio construction and regular reviews.
Family provision & intergenerational planning
Retirement and estate planning, succession arrangements, inheritance planning, family foundation and support for family discussions to preserve and pass on family assets across generations.
Risk management & hedging
Analysis of portfolio risks, diversification, currency and concentration risks, as well as use of hedging instruments to protect assets during market fluctuations.
Retirement provision
Retirement provision planning along the three pillars, tax-optimised solutions, payout plans and strategies for retirement, standard of living and long-term security.
Income-oriented investment
Individual, income-oriented investment solutions with tailor-made portfolios, ongoing returns, long-term preservation of wealth and tax-optimised structuring of returns.

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Location

Fronwagplatz 8
8200 Schaffhausen
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-417.815.030
Founded
2024 · 2 years
Last commercial register change
March 25, 2024
Employees
1 to 10

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