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DirectoryFinance & InsuranceFinancial ServicesOberkirch LuSmart Input GmbH
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Smart Input GmbH

Summary

About the company

Smart Input GmbH is an owner-operated consulting firm in the field of wealth management consulting. It provides analyses of financial and legal circumstances and risks, supports the development and review of investment strategies, coordinates with legal and tax experts, and assists in selecting financial service providers.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered6
Wealth advisory
Analysis of financial and legal circumstances and risks, development of risk-mitigation strategies, support with investment strategies, fees and coordination with specialist advisers.
Investment strategy advisory
Analysis of existing portfolios, second opinions on investment strategies and obtaining investment proposals from various financial service providers.
Coordination with specialist advisers
Coordination of collaboration with legal and tax experts across different jurisdictions, selection of financial service providers and participation in meetings when required.
Fee analysis and negotiation support
Analysis of existing fee structures and support with renegotiating them, if required.
Support in investment committees
Participation in investment committees and support with specialist expertise in investment matters.
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Location

Kreuzhubel 15
6208 Oberkirch Lu

At a glance

Legal form
Limited Liability Company
UID
CHE-159.950.784
Founded
2015 · 11 years
Last commercial register change
December 17, 2015
Employees
1 to 10

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