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DirectoryFinance & InsuranceFinancial ServicesSchindellegiRN Advisory GmbH
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RN Advisory GmbH

Summary

About the company

RN Advisory GmbH is a specialized investment advisory boutique providing independent investment advice and tailored solutions for private clients, family offices and institutional investors. Services include cross‑asset portfolio construction and optimization, strategic investment guidance, product and fee reviews, asset‑management mandate assessments, ongoing monitoring and compliance oversight, and a Swiss Focus Income Strategy combining dividends, option premiums and structured‑note income.

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Industry:Financial Services
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Portfolio advisory across asset classes
Build and optimize diversified portfolios across equities, fixed-income instruments, derivatives and alternative investments, tailored to objectives and risk profile.
Strategic investment advisory
Support in formulating and adjusting investment strategies through market analysis, macroeconomic assessment and scenario-based allocation planning.
Product and fee analysis
Independent review of structured products, funds and mandates with a focus on transparency, costs and suitability, including fee benchmarking.
Mandate review in asset management
Assessment of third-party wealth management mandates regarding investment objectives, expected performance, risk tolerance, mandate structure, reporting quality and adherence to guidelines.
Monitoring, risk oversight & compliance
Ongoing monitoring of portfolios with regular reporting, performance analysis and risk monitoring in line with regulatory requirements and internal guidelines.

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Location

Untere Paulistrasse 22
8834 Schindellegi

At a glance

Legal form
Limited Liability Company
UID
CHE-264.494.516
Founded
2025 · 1 year
Last commercial register change
April 22, 2025
Employees
1 to 10

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