- BenutzernameMoneyland User Questions
- Status Member
- Registriert seit1/27/17
- Beiträge2142
May 31, 2017, 2:31:43 PM
What services do Swiss asset managers provide?
Services provided by asset managers
Here you will find the right answers
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- BenutzernameMoneyguru von moneyland.ch
- OrtSchweiz
- Status Expert
- Registriert seit8/4/15
- Beiträge4002
June 1, 2017, 12:22:45 PM
Hi there,
In addition to their core business of managing assets and providing financial advice, many Swiss asset managers also offer a number of secondary services.
Services may include:
- Retirement consultation and planning
- Estate management consultation and planning
- Inheritance consultation
- Execution of legal wills
- Tax consultation (Swiss and international)
- Bank account creation (Swiss and international)
- Creation of legal entities in Switzerland and abroad
- Trust fund services
- General trust services
- Relocation services (Switzerland and international)
- Execution of real estate purchases
- Mortgage brokerage
- Financing (organization of loans)
- Legal services
- Comprehensive wealth management
Best regards from Moneyguru
More on this topic:
Private banking comparison
Independent asset manager comparison
