2trade group AG provides asset management and investment advisory services as well as family-office and real estate support. The firm manages entrepreneurial asset-management mandates and customised mandates, and the website notes a FINMA licence (No. F00109372).
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Industry:External Asset Management
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Prudent investment advice, answers on investments and support in the development of financial goals; with FINMA-recognised asset management, entrepreneurial asset management and special mandates.
Entrepreneurial Asset Management (UVV)
Entrepreneurial asset management with a value approach, selection of companies based on fundamentals, management performance and future-oriented industries.
Special Mandates (SM)
Equity mandates according to specific client requirements; flexible management within predefined guidelines.
Real Estate Management
Individual support and personal management of real estate portfolios; support with project planning, conversions and interior fit-outs with selected specialists.
Buyer Support for First Sales
Buyer support in the initial sale of residential and commercial properties; guidance for extensions and conversions as well as tailored interior solutions from concept to implementation.
Family Office
Administrative relief for entrepreneurial families, top managers, affluent private clients and people in the third stage of life; including administrative tasks as well as support with asset management and asset drawdown.
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