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DirectoryFinance & InsuranceFinancial ServicesMettmenstetteninvestian GmbH
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investian GmbH

Summary

About the company

The core activity of investian GmbH is the provision of independent wealth management services, particularly in the area of the Swiss pension system. This includes: Pension consultancy, Tax optimisation, and Financial advice. The company specifically supports expats leaving Switzerland in optimising their Swiss pension funds and minimising taxes.

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Industry:Financial Services
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✓ Offered
4
Financial advisory
Financial analysis, risk profile, asset allocation, product selection with ETFs, investment plan and implementation via an online trading account.
Pension advice
Advice on optimizing Swiss three-pillar provision, including the first pillar, OASI refund when leaving Switzerland and closing contribution gaps.
Tax optimization
Advice on tax optimization when changing jobs or leaving Switzerland, focusing on the second pillar and possible savings.
Free initial consultation
Initial consultation of around one hour for pension advice, tax optimization or financial advisory; discussion of needs, options and next steps.
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Location

Weidstrasse 25
8932 Mettmenstetten

At a glance

Legal form
Limited Liability Company
UID
CHE-251.295.396
Founded
2023 · 3 years
Last commercial register change
November 20, 2023
Employees
1 to 10

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