Our Company
SWISS FINANCE CONSULTING was built by entrepreneurs bound by common values and a shared history. They have created an innovative structure to provide independent, impartial and effective solutions to certain challenges faced by families, businesses and entrepreneurs. Established in 2013, SWISS FINANCE CONSULTING has consistently pursued its asset management and multi-family office activities over more than four decades. Both on the management side as well as within many of its client relationships the transition to the second generation has successfully taken place.
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Our Services
Real Estate
We believe that real estate investment will always remain safe and reliable.
Our advisors will assist you throughout the process of this investment.
Asset Management
Caring for our clients goes beyond their assets, as we truly understand their needs and priorities.
We have established longstanding relationships based on mutual trust.
Specializations
As an addition to traditional mainstream investments, we offer expertise in various topics such as mining, multi-thematic investments as well as venture capital.
INVESTMENT
Delivers customized investment solutions. Our relationship with our clients is comprehensive-enabling us to design a plan for the long term,
while recognizing that being tactically nimble can help to manage risk. By developing a personal risk profile and identifying wealth management goals,
we initially structure a plan to guide the investment process. We formulate a suitable asset allocation,
research and select appropriate investment vehicles, tactically adjust your portfolio as opportunities emerge,
rebalance as necessary, monitor, and clearly report the results.
We identifie opportunities in all asset classes. We use proprietary tools and software to add an additional layer of return and risk quantification when considering potential allocations for our families.