Wealth Check

Experience the Wealth Check of 8H Invest AG for your wealth.

Our esteemed clients will profit from this periodical recurring service within our Wealth & Asset Management – Wealth Advisory offering.

It’s similar to your health. Prevention and periodical reviews are key factors.

Our Wealth Check is an important instrument and key for a permanent successful risk management and crucial for the success of your investment strategy.

We monitor your client profile through our wealth check, your selected investment strategy, the actual portfolio allocation, the respective security selection and watch the portfolio boundaries (spreads, quotation, issuer, …), will show detected risks, compare pricing & fees, and will review bank products, bank contracts as well as bank transaction advices.

Use our free Wealth Check Light, which will give you a brief overview on possible and urgent need for action. Don’t hesitate to contact us through our contact form should you have further questions or if you would like to schedule a first personal meeting.

You will receive the results of your personal wealth check light by email. Wealth check light will give you a brief overview on your actual situation as well as possible and urgent need for action. For more detailed analysis and the assessment of your individual situation a personal meeting is essential. During such a meeting we will include your expectations as a result of the Financial Consultant Service. All together result in your tailor-made solution and proposal.

For a review of your personal situation and to discuss your specific expectations you can either reach us by phone, in writing or meet with us personally.

Please do no hesitate to contact us to schedule a non-binding and free of charge first meeting.