Wealth Management & Wealth Advisory

Not only do we  advise you on one of your portfolios, but on a more holistic and global level. Due to the consolidated approach and view of your wealth some of the potential risks and the need for action become visible and obvious.

Experience the Wealth Check of 8H Invest AG for your wealth and ask for it on a periodical recurring base.

Our Client Profile shows the base for the correct selection of your personal investment strategy for your total wealth and not just for one portfolio only. For these reasons we advise you on all your accounts with all kind of banks.

We do not offer standard solutions. With us you are and will remain our esteemed client, who will get unlimited access to all different forms of services. For us, your individual wishes and goals are not called restrictions. For us these are your important needs and requirements.

You will profit from our tailor-made (bespoke) solutions and our established expertise in the areas of the Wealth & Asset Management – Wealth Advisory. In addition we will support you in the area of Financial Consultancy and in questions about Tax, Trust & Family Ofice Services.

Together with us as your partner you will be sure of having made the correct decision. Key for your and our success in today’s world is to decide early enough, to anticipate possible changes and to act accordingly.

Due to our structured advisory process we will determine your personal goals, analyze the respective requirements and will subsequently implement your appropriate strategy accordingly. Of course, we will monitor and control all involved steps on a regular basis

Our services of Wealth & Asset Management – Wealth Advisory at a glance

Basic Services

  • Analysis of competitor offerings in Switzerland
  • Selecting and depositing the assets with your preferred custodian bank
  • Evaluation of your personal client profiles
  • Selecting the appropriate investment strategy
  • Preserving the clients interest at the custodian bank
  • Control of forms and contracts, products, bank correspondence and transaction advices

Consultant and Advisory Service

  • General information about investments and macroeconomics
  • Analysis of selected investment products
  •  Personal counseling & advisory service and support for the selection of investments
  • Implementation & Controlling of your investment strategy
  • Placing orders and giving clients instructions to the bank
  • Monitoring order executions
  • Buy- and Sell- Recommendations
  • Advise on dividend options, interest payments and redemptios

Contact us for further information and for scheduling a personal meeting.