Asset management
- Integrated and forward-looking asset planning
- Individual asset management
- Impartial analysis of existing securities portfolios, valued in excess of CHF 500,000
Integrated and forward-looking asset planning is crucial.
We build an individual portfolio for you, which is tailored to you and your individual situation in life, with due respect for issues in terms of sustainability and your personal preferences.
You already have a portfolio and would like to have a second opinion?
We are delighted to prepare an impartial analysis for an existing securities portfolio valued above CHF 500,000.
We are pleased to invite you to an initial meeting in our offices to discuss the analysis and your possibilities.
The initial meeting is free of charge.
| +41 44 762 24 40 | |
| info@wenzinger-finanz.ch |
We look forward to hearing from you!