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DirectoryFinance & InsuranceExternal Asset ManagementBern1a-Finanzen GmbH
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1a-Finanzen GmbH

Summary

About the company

The company's core activity encompasses the areas of finance, real estate and asset management. Specifically, the company offers services such as investment management, asset management, mortgages, real estate marketing and consulting, account and e-banking, securities trading, pension planning, insurance, retirement planning and tax consulting.

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Products & services

Industry:External Asset Management
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Investments & Wealth Management
Investment advice, wealth management via partner companies, investment profile and investment strategy, selection of the custody bank, fee review, asset and risk analysis, cost optimization.
1A-Immobilien.ch & Mortgages
Advisory support for buying and selling real estate, analysis of affordability and loan-to-value, mortgage strategy, financing partners, insurance solutions, support through the sales process.
Accounts & E-Banking & Securities Trading
Advisory support for account structure, analysis of returns and costs, digital banking and e-banking solutions, cost-efficient trading solutions, comparison of custody and transaction fees.
Retirement Planning & Insurance
Retirement planning, analysis of pension fund, vested benefits (portability) and pillar 3a, retirement planning mandate, budget planning, health insurance and property insurance via partner companies.
Pensioning & Retirement
Pension planning, pension or lump-sum withdrawal, provision mandate and advance directive, financial planning, support with AHV/IV supplementary benefits and helplessness allowance.
Taxes
Tax analysis, 10-year financial plan, measures plan for tax optimization, coordination with tax experts, preparation of the annual tax return.
Entrepreneurship
Advisory support for sales promotion, succession planning, process and cost optimization, management indicators, analysis and implementation of sales and sales management concepts.
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Location

Bundesgasse 26
3011 Bern

At a glance

Legal form
Limited Liability Company
UID
CHE-335.377.180
Founded
2020 · 6 years
Last commercial register change
September 30, 2020
Employees
1 to 10

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