Your financial companion. Fiduciary services, insurance, wealth and financing from a single source, for private clients and businesses throughout German-speaking Switzerland.
Your financial companion. Fiduciary services, insurance, wealth and financing from a single source, for private clients and businesses throughout German-speaking Switzerland.
Building and preserving wealth needs a clear strategy that fits your goals, your investment horizon and your risk appetite. Finaro analyses your overall financial situation, clarifies your goals with you and arranges the right wealth management with a licensed partner.
The management itself is carried out by a bank or by a portfolio manager licensed by FINMA. Finaro remains your contact: we support the selection, review offers and costs and align the investment with your taxes, your pension provision and your liquidity planning.
Finaro does not manage any assets itself and does not accept client money. Your assets are held in a custody account in your name at a Swiss bank. We disclose any compensation Finaro receives from partners to you before you sign.
Many SMEs hold more liquidity than their operations need. Based on your liquidity planning, we show which part can be invested for the long term and arrange a suitable solution with a licensed partner. Because we can also keep your accounts if you wish, the planning always stays up to date.
We record your situation and your goals.
You receive an overview with a recommendation on the investment strategy.
We introduce suitable partners to you and accompany the discussions.
We review the solution with you every year.
Minimum amounts differ considerably from partner to partner. For smaller amounts, fund or Pillar 3a solutions are often a good fit. We show you what suits you.
The partner usually charges a management fee as a percentage of the assets. We disclose all costs and any compensation paid to Finaro to you before you decide.
In a custody account in your name at a Swiss bank. The portfolio manager receives a power of attorney to manage the assets, but no right to transfer money to third parties.
Book a free, non-binding initial consultation.
