AskFin Consulting was founded in 2001 with headquarters in Zurich Switzerland.
We are dedicated to supporting clients in managing their wealth through personalized financial planning and investment management.
With expertise in wealth management, AskFin focuses on understanding each client's unique financial goals and risk preferences to develop tailored investment strategies and financial plan.
AskFin Consulting is authorised by FINMA as an independent asset manager.
We offer a place with a high level of confidentiality to discuss, coordinate and manage what is fundamental to your assets
The executive team is made up solely of professionals with proven
experience of at least 20 years in the financial sector and asset management
Combining our experience, expertise and network of contacts for offering our services and solutions to the customer with a tailor-made approach
All in a flexible and entrepreneurial structure that offers
great confidentiality in addition to its professionalism.
Our services:
Family Office, Investment, Real estate, Mandate, Consolidation, Wealth management, Investment strategy, Asset allocation, Tactical asset allocation advisor, Portfolio construction, financial planning, Estate planning.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Zurich, Ch
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://askfin.com
- Keywords
- Investment Management, Financial Planning, Investement strategy, Wealth Reporting, Momentum Strategy, Wealth Analyse, Private clients.
- HQ
- Zurich
Askfin Consulting Questions
Askfin Consulting's website is http://askfin.com
Askfin Consulting's LinkedIn profile is https://ch.linkedin.com/company/askfin-consulting-fo
Askfin Consulting has
2 employees.
View email and phone details for 2
employees at Askfin Consulting.
Askfin Consulting's industry is
Financial Services
Askfin Consulting's top competitors are
Family Office,
Askfin Professional Limited,
Akwaba'nwork,
Finsight,
Playmaker Group,
Dr Strategy Consulting Llc,
Advantage Family Office Gmbh,
Verband Schweizer Regionalbanken (Vsrb),
Taggroup International Companies S.a.,
Alm Analytics Ltd.
Askfin Consulting's categories are Financial Services
Askfin Consulting's founding year is 2001
