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DirectoryFinance & InsuranceFinancial ServicesZumikonWholistic Wealth Solutions, R. Holla
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Wholistic Wealth Solutions, R. Holla

Summary

About the company

The core activity of Wholistic Wealth Solutions is the provision of financial services, particularly in the areas of: * Financial advisory and management * Wealth management * Investment management * Family and investment office services * Philanthropy and impact investing * Private equity, private debt, structured investments and structured financing. The company positions itself as a boutique financial services provider, offering independent and client-centric advisory services.

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Offering

Products & services

Industry:Financial Services
✓ Offered8
Financial consulting & advisory
Independent Financial Consulting & Advisory Services, strategic financial advice and best-interest advice for clients.
Investment Office / Family Office
Investment office and family office for monitoring, consolidation, reporting and strategic review of assets, as well as preparation of the Wealth Balance Sheet.
Wealth management and investment management
Wealth management and investment management for qualified, accredited or institutional investors, including private markets, financing, project finance, impact ventures and structured investments.
Fiduciary and company services
Company structuring as well as formation and management of trusts, companies and foundations, including board representation.
Advisory Services
Portfolio strategy & oversight, asset management sowie tax and legal advice und accounting and bookkeeping services.
Strategic business and market consulting
Business & market strategy, business case evaluation and adaptation, identification and launch of new products and trends, marketing tools, white papers, research papers and market studies.
Capital and financial structuring
Wealth planning, financial structuring and private structured investment strategy for the customised solution.
Philanthropy and impact investing solutions
Philanthropic solutions, philanthropy & venture philanthropy as well as impact investing within the framework of the wealth and investment strategy.
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Secure profile

Location

In der Gandstrasse 9
8126 Zumikon

At a glance

Legal form
Sole proprietorship
UID
CHE-110.566.137
Founded
2004 · 22 years
Last commercial register change
August 8, 2014
Employees
1 to 10

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