Finanz Konzept AG was founded in 2001 by its current partners and specialises in asset management.
We provide you with services tailored to your needs. Our experience is the basis for mutual success. Our flexibility also enables us to offer innovative products and sustainable asset management. In an era characterised by consolidation and growing anonymity, Finanz Konzept AG stands out as a personal and flexible boutique asset management firm in the heart of Zurich.
Consulting and management of private and institutional assets | Pension and inheritance advice | Portfolio analysis | Funds
We take care of all your financial matters – 100%. This gives you the time to devote yourself to the more important things in life without any worries. Thanks to the small size of Finanz Konzept, we are flexible, fast, uncomplicated and discreet. We take care of you and adapt completely to your ideas and wishes.
We deliberately take a long-term approach to our investment horizon in order to generate secure and consistent returns, and therefore focus on continuity and stability.
Perfection, close contact and proactive representation of interests are our core competencies and motivate us to achieve the best possible asset growth for our clients.
We focus entirely on the wishes and needs of our customers. We want to proactively advise and support you and assist you with all aspects of your finances. That is our goal, that is what drives us.
Specialised software, first-class data infrastructure and digital interface integration enable our customers to access their information securely from anywhere. Thanks to advanced trading programmes, we can also offer you a range of modern investment options to choose from.
Our proven, multi-stage risk management methods and investment strategy controls prevent deviations and other irregularities. Important matters are not only checked automatically, but also personally reviewed several times if necessary.
