International Investor Award Winner

Finanz Konzept

Independent Wealth Management Firm - Switzerland 2020

Finanz Konzept AG is an asset management company that offers exclusive tailored services to address the client’s specific needs. The company employs innovative products and sustainable asset management solutions, which are characterised by concentration processes and increasing anonymity.

Finanz Konzept AG focuses on individuality, continuity, and personality and are constantly expanding their services by strengthening external partner networks and specifically looking for employees who support their ambition as a one-stop-shop in the high-end segment and contribute to their unique working atmosphere.

As a smaller and more flexible boutique, Finanz Konzept AG has always succeeded in adapting to the market and aligning itself to its strengths. Starting with traditional and independent asset management solutions, the company has developed into an innovative multi-family office and covers the following business divisions: Asset Management, Family Office Services, Lifestyle-Advisory, Financial & Tax Planning and Real Estate Investments in Zurich.

Finanz Konzept AG manages the coordination, selection and monitoring of selected providers to offer the entire range of services from a single integrated channel. From planning and definition to the implementation of various solutions, Finanz Konzept AG takes care of the individual client’s needs. Thanks to its independence and open architecture, there are no limits to the possibilities.

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