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Boutique Service
Boutique Service
As a specialist in Wealth & Asset Management – Wealth Advisory we offer individual and first class solutions for wealthy families, private individuals and corporate clients. We advise our clients on their specific needs and goals.
The portfolios of our clients run initially and ongoing through our personalized Wealth Check of 8H Invest AG. The results and information as well as the findings form our holistic Financial Consultant Services and most importantly the requirements of our clients are the base for a successful implementation of our tailor-made solutions.
Our decisions, our consultancy and advisory services are fully independent and free of conflicts of interests. We are obliged to our clients only and by law we are not involved in any exclusive agreements with any third party.
Our clients decide at their own preference which bank they select to hold their account. We will help in the selection by preparing a tailor-made competitor analysis according to the clients’ wishes and requirements. 8H Invest AG has negotiated special conditions and offerings for its clients with some of the most well respected Swiss banks.
The independent advise of 8H Invest AG will help you to understand the new and more and more complex bank products and to avoid making a wrong decision. We will support you in the selection of specific products and offers and will represent you at the bank for the following services:
- Checking all different kind of contracts and forms
- Evaluation of new bank products and offers
- Controlling of the implementationof your selected strategy and our concepts
- Control of the bank fees and execution details
We distinguish ourselves from our competitors through our long-standing experience, our huge know-how, personal advice and through an excellent personal service.
Don’t hesitate to contact us.