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DirectoryFinance & InsuranceFinancial ServicesGrimentzWilson Advisory Services
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Wilson Advisory Services

Summary

About the company

The core activity of Wilsons Advisory is the provision of financial services, particularly in the areas of: * Private Wealth (wealth management for private individuals and families) * Corporate Finance (financial advisory services for companies) * Institutional (financial services for institutional investors) * Research (financial research and analysis) The company thus offers a wide range of financial services to support customers in managing their assets, financing companies and investing in various asset classes.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered5
Private Wealth
Private wealth advice, portfolio construction and management, financial planning, retirement planning, and investment solutions for individuals and families.
Corporate
Corporate finance and advisory services for companies, including capital markets-related support and broader corporate advisory coverage.
Institutional
Institutional investment and capital markets services for professional and institutional clients.
Research & Insights
Research commentary and market insights covering investment themes and client information.
Client Portal
Secure client login area for accessing account-related information and online client services.
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Location

Route des Flives 66
3961 Grimentz

At a glance

Legal form
Sole proprietorship
UID
CHE-440.962.350
Founded
2020 · 6 years
Last commercial register change
April 24, 2020
Employees
1 to 10

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