Investment Advisory

axessa Finanz AG offers an added value through consistent risk management instead of «trading on a gut feeling». Through the well-founded knowledge and practical experience, axessa can provide you with an individual and tailor-made solution. The focus is always set on you and your expectations. The aim is to pass on our know-how to you and to assist you in all matters concerning your wealth.

Our investment proposals are tailored to your needs and preferences. You make your investment decisions yourself and at all times.

Your contact person

Investment Advisory Approach

The scope of services includes the definition and monitoring of an overall strategy. This strategy results from your personal wealth planning and takes your wishes and objectives into account.

The monitoring of the investment performance as well as the investment framework is carried out at regular and mutually agreed intervals.

For the definition and the monitoring of the overall strategy, inputs from the macroeconomic base, the sector, country and stock levels as well as from the currency side are relevant.

Besides, you also benefit from our sound knowledge of option transactions.

Investment Advisory Values

Focused

As a client with your own personal needs, you are at all times at the center of attention at axessa.

Experienced

Well-trained staff will be happy to advise you competently and personally.

Goal-oriented

Thanks to a goal-oriented investment strategy and a consistent risk management, you will get an added value.

Supervised

The investments are being monitored and controlled regularly in order for you to obtain a better risk/return ratio.

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Investment Advisory

Investment Advisory Approach

Investment Advisory Values

Focused

Experienced

Goal-oriented

Supervised

Do you wish to be informed about current industry issues in the asset management sector?

Our services in asset management

Wealth Management

Investment Advisory

Investment Consulting

Family Office

Get to know our qualified team!

Google Maps

Contact

approved by

Member of the Ombudsman’s Office for Financial Service Providers

Investment Advisory

Investment Advisory Approach

Investment Advisory Values

Do you wish to be informed about current industry issues in the asset management sector?

Our services in asset management

Wealth Management

Investment Advisory

Investment Consulting

Family Office

Are you interested in our investment advisory?

Get to know our qualified team!

Google Maps

Contact

approved by

Member of the Ombudsman’s Office for Financial Service Providers