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DirectoryFinance & InsuranceFinancial ServicesRolleBerry Hodson Investment Education
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Berry Hodson Investment Education

Summary

About the company

The core activity of Berry Hodson is the provision of personalized financial advisory services to institutions, families, and private individuals, including: portfolio review and optimization, investment advice and strategy, financial education and training for individuals and companies, process improvement and efficiency enhancement for financial institutions and advisors, and support in communication and negotiation with financial institutions and advisors. The company also offers specialized services such as preparation for CFA exams and the development of customized learning plans.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered3
Advisory
Investment advisory for institutions, families and private individuals, including critical portfolio reviews, fee negotiations with banks and support with complex investment questions.
Training
Private tutoring and investment training for clients, executives and families, including preparation for the CFA exam, understanding financial language and study plans for finance topics.
Improvement
Training and coaching to improve financial knowledge, sales effectiveness, communication skills and process improvement for organizations, relationship managers and investment advisors.
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Location

Le Rosey 3
1180 Rolle

At a glance

Legal form
Sole proprietorship
UID
CHE-293.148.967
Founded
2020 · 6 years
Last commercial register change
December 2, 2020
Employees
1 to 10

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