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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingMeyrinWINVEST SMART CONSULTING SARL
WINVEST SMART CONSULTING SARL Logo
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WINVEST SMART CONSULTING SARL

Summary

About the company

WINVEST SMART CONSULTING SARL is a financial advisory firm focused on the management of occupational pension assets under the Swiss second pillar (LPP) and on asset management. Its services include tailored investment solutions, searches for missing LPP assets, and the management of vested benefits accounts.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered3
Occupational Pension Consulting (2nd Pillar / LPP)
Consulting for 2nd pillar and vested benefits accounts, including search for forgotten assets, consolidation or splitting of LPP assets, and withdrawal planning.
Asset Management
Asset management for different investor profiles, with market analysis, opportunity screening, risk management, diversification, ESG criteria, and active investment strategies.
Investment Strategies and Fund Solutions
Investment strategies for conservative to offensive profiles, including All Weather funds, structured funds, and private debt funds.
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Location

Route de Meyrin 267
1217 Meyrin

At a glance

Legal form
Limited Liability Company
UID
CHE-430.031.289
Founded
2019 · 7 years
Last commercial register change
January 12, 2022
Employees
1 to 10

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