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DirectoryBusiness & Technical ServicesManagement ConsultingAllschwilJakob Consulting
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Jakob Consulting

Summary

About the company

Jakob Consulting is a specialist financial consultancy providing private banking, family office and wealth management services, together with financial structuring, succession planning and portfolio management for high-net-worth individuals, asset managers and institutional investors. The firm works with external legal and sector specialists and delivers advisory, discretionary and institutional mandates.

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Offering

Products & services

Industry:Management Consulting
✓ Offered9
Specialist consulting in financial services
Specialised advice in the financial sector focusing on low-risk investment decisions, client-oriented support and discreet, ongoing guidance.
Private Banking
Advice for Private Banking clients, in particular for managing large assets and taking a low-risk approach in line with clear client instructions.
Family Office
Advice for Family Office clients covering asset preservation, coordination and long-term support for family wealth.
Wealth Management
Wealth management advisory and support for the structured, low-risk administration of larger assets according to client guidelines.
Asset structuring
Structuring of assets for orderly investment, risk alignment and adjustment to individual client objectives.
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Location

Hagmattstrasse 7A
4123 Allschwil

At a glance

Legal form
Sole proprietorship
UID
CHE-429.616.514
Founded
2018 · 8 years
Last commercial register change
July 17, 2018
Employees
1 to 10

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