Finanz Konzept AG

Finanz Konzept AG

Financial-Services

Company Tagline

Overcoming complex challenges together.

Industry Category
Financial-Services
Company Description

Finanz Konzept AG is a leading financial services provider specializing in the management of private and institutional assets. Founded in 2001, Finanz Konzept AG delivers tailored services designed to meet the unique needs of each client. The company excels not only in asset management but also in providing comprehensive advisory services.

Finanz Konzept AG supports clients with pension and inheritance matters, as well as tax and legal considerations. The firm also assists with the establishment and management of companies and provides expert succession planning. With a commitment to professional and competent support, Finanz Konzept AG leverages extensive experience to ensure mutual success for its clients.

Located at Fraumünsterstrasse 27 in Zürich, 8001, CH, Finanz Konzept AG is well-positioned to serve a diverse clientele. The company’s connections guarantee professional and competent support and supervision at all times and in all matters. We invite the manager of Finanz Konzept AG to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Key Personnel / Employees
Xeno Marugg Björn Blumer Sonja Lippert

Compare Companies Side by Side

Compare Finanz Konzept AG with 3 companies in Financial-Services

4 Companies
Comparison Field
Finanz Konzept AG
Finanz Konzept AG
Main Company
Triaxis AG ∙ Asset Management since 1983
Triaxis AG ∙ Asset M...
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SoundCapital
SoundCapital
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Thalmann & Verling Trust reg.
Thalmann & Verling T...
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Founded Year
1983 2012 1994
Company Size
11-50 11-50 2-10
City
Triesen, Liechtenstein
Country
Skills & Keywords Comparing with main company
12 Total Skills
Asset Management Financial Services Wealth Management Portfolio Analysis Pension Planning Succession Planning Krypto-Investing Portfolio Analyse Real Estate Dienstleistungen Vermögensverwaltung Vorsorgeplanung Beratung
6 Total 6 Unique
Unique Skills:
Anlageberatung Financial Consulting Financial Planning Portfolioanalyse Vermögensberatung Wealth Planning
4 Total 4 Unique
Unique Skills:
Anlageberatung EAM Family Office Services Portfolio Management
7 Total 7 Unique
Unique Skills:
Alternative Investments Family Office Services Hedge Fund Immobilien Pensionskassen-Betreuung Private Equity +1
4
Total Companies
1983
Oldest Founded
0
Countries
27
Unique Skills

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Alternative Company Names

This company is also known as

Finanz Konzept AG