SMTH AG is an independent financial services provider offering tailored financial solutions for private and corporate clients. Services include investment advisory and asset management, mortgages and real estate valuation, corporate financing, pension and tax advice, insurance consulting, and digital client services including a 360° check-up.
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Products & services
Industry:Management Consulting
✓ Offered9
Investment advisory
Create investment portfolios and a risk profile, define an investment strategy, implement and monitor it for private clients; independent advice, portfolio structure, ongoing review and adjustments.
Retirement planning analysis
Preparation of an up-to-date retirement planning analysis, review of pension fund statements, occupational retirement provision and pillars 3a/3b; develop and implement solutions to close retirement gaps.
Tax return
Filling out and preparing tax returns for individuals and families, with variants for real estate; digital submission via the customer portal and administrative support.
Real estate valuation
Valuation of properties for purchase or sale using recognized valuation models; assessment of price, risks and opportunities, with support including document review.
Financial advisory
Comprehensive financial analysis, review of existing financing solutions, development of tailored solution approaches and regular monitoring for private and corporate clients.
Financing
Review existing financing solutions, request additional quotes and develop an optimal financing solution for business clients.
Occupational pension advisory
Retirement planning check for business clients, review of existing solutions, presentation of benefits at retirement, in case of accident or illness, and determination of the appropriate retirement solution.
Insurance advisory
Review existing insurance solutions, identify overinsurance and coverage gaps, and secure business activities for business clients.
Tax advisory for business clients
Support with tax questions such as salary versus dividend take-up, tax-optimized retirement contributions, and defining operating necessary current assets.
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