Creating value-added: Wealth Planning by Chefinvest
Our core competencies: Investment management and advice, taking into account the overall wealth situation. Wealth planning can also be either taken as a stand-alone service or integrated into the investment process.
In short: Successful, interdisciplinary asset management and wealth planning expertise from a single source.
Working principle: Solution-oriented approach based on professional and ethical principles, combined with transparency and honesty. These factors continue to be indispensable – notwithstanding our long-standing experience and state-of-the-art analysis techniques.
Customer benefits: Our pragmatic approach paired with detailed knowledge enables us to negotiate with the authorities and financial institutions at eye level.
We see the radical changes in the world financial markets as an opportunity for us and our customers. We can rely on our own resources when we address the growing focus on transparency at a national level, while our network enables us to find cooperation-based solutions at an international level. This allows us to overcome language, legal and tax barriers.