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portfolio management




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Identifying the client's needs Drawing up the investment profile
Continuous portfolio management Investment proposal

 


You and your goals are the target of our wealth management process.

We provide tailor made wealth management according to your wishes and needs.

This means among others:

- Wealth structuring
- Asset management
- Financial planning
- Tax planning
- Risk planning
- Retirement and estate planning

You choose the deposit bank to guarantee independent consulting.

For other services, 4Finance works with independent, carefully selected specialists such as bookkeeper (e.g. annual tax declaration), asset managers, lawyers, real estate specialists, art experts and tax specialists.

Please contact one of our partners. We will be pleased to give you further advice.

           

 

 

 
     

   info@4Finance.ch