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DirectoryFinance & InsuranceExternal Asset ManagementBinningenHUG Vermögens-Optimierung AG
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HUG Vermögens-Optimierung AG

Summary

About the company

The company's core activity is wealth management, specifically wealth optimization, cost optimization, risk management and investment advice. The company provides independent and individual consulting services to customers to achieve their wealth goals.

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Products & services

Industry:External Asset Management
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Wealth advisory
Personal and long-term wealth advisory, including assessments of banks and wealth managers, support for the individual wealth setup, as well as one-off and ongoing advisory services.
Cost optimisation
Analysis and optimisation of bank and product fees, negotiations with banks, and review of fee levels to improve terms and conditions.
Risk management
Building a consolidated wealth concept, selecting suitable counterparties and strategies, and carrying out ongoing assessment and monitoring of third-party services.
Return and risk monitoring
Analysis of returns and risks in portfolios, ongoing monitoring of bank or manager performance, and identification and handling of potential issues.
Consolidated wealth statement
Consolidated statements across all wealth investments, including market prices, return and risk metrics, fees, and benchmark comparisons for daily monitoring.
Tender processes
Organisation of tender processes with banks, defining the key criteria for the investment solution and the bank, and requesting offers from various providers.
Wealth objectives
Development of an investment strategy to preserve and grow wealth, taking into account risk capacity, risk tolerance, and succession planning.
Investment approach
Categorising the investment universe into four risk classes, defining the individual investment strategy, and implementing it with simple, transparent and liquid investments.

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Location

Rottmannsbodenstrasse 116
4102 Binningen
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-309.335.626
Founded
2014 · 12 years
Last commercial register change
February 12, 2014
Employees
1 to 10

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