Finezia lets you benefit from an investment and financing solution tailored to your personal requirements – we are a trusted sparring partner and adviser for your personal financial matters.
Asset management and investment consultancy
- We offer client-specific portfolio management (asset management mandates) and customised investment consultancy services (advisory mandates).
- We work only with first-class partner banks; you decide where your assets are placed.
- We carefully determine your requirements and objectives and act in accordance with them.
- We focus on long-term performance.
- We take personal responsibility for our investment decisions – this ensures you receive customised investment recommendations.
- Our extensive network and specific expertise allow us to take advantage of innovative investment opportunities for you.
- We always think and act entrepreneurially and independently, and are cost-sensitive when making investments.
Brokering and structuring mortgages
- We structure your existing financing and advise you on the strategy of your mortgage portfolio.
- We obtain offers from various providers and look for the financing solutions that are best suited to your refinancing or extension requirements.
- We negotiate the contract and interest terms while protecting your interests.
- You decide which solution is best for you and we take care of the implementation.
- Reporting and monitoring are carried out with your overall asset situation in mind.