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DirectoryFinance & InsuranceExternal Asset ManagementLutryHenriksen Investissements
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Henriksen Investissements

Summary

About the company

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered4
Wealth management
Management of your assets, financial planning and investment portfolio management, with complementary financial services and personalised portfolio advice.
Wealth planning
Financial planning to define a balanced and realistic plan, taking into account risk profile, resources and lifestyle.
Insurance optimisation
Personalised analysis, recommendations and insurance portfolio optimisation for private clients and companies, with regular monitoring and coordination with specialised partners.
Mortgages
Search for mortgage financing solutions, amortisation options, tax strategies and financial planning for future homeowners.
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Location

Route de la Croix 64
1095 Lutry

At a glance

Legal form
Sole proprietorship
UID
CHE-193.532.957
Founded
2011 · 15 years
Last commercial register change
February 29, 2012
Employees
1 to 10

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