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DirectoryFinance & InsuranceCredit InstitutionsZugSBS Finance AG
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SBS Finance AG

Summary

About the company

SBS Finance AG specialises in servicing high net worth individuals and families, offering private wealth management, family wealth administration and discretionary asset management. The firm is affiliated with the supervisory organisation FINcontrol and is licensed as a portfolio manager under Swiss financial market legislation.

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Discretionary Wealth Management
Discretionary wealth management for private clients and affluent individuals, with an individual investment strategy, portfolio construction, monitoring, rebalancing and independent selection of financial instruments.
Private Wealth Management
Tailored advisory and support for discerning private clients when building an efficient investment portfolio, including assistance with selecting the custodian bank.
Family Wealth Administration
Family wealth administration with administration of all financial assets, consolidated reporting, performance reporting, monitoring of transactions, selection and supervision of advisers, as well as estate planning.
Independent Investment Advice
Independent investment advice on investment strategy, risk profile and asset allocation, with objective support in selecting banks and in investment decisions.

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Location

Chamerstrasse 79
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-110.482.581
Founded
2004 · 22 years
Last commercial register change
June 15, 2023
Employees
1 to 10

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