Good asset management is tailored

Good asset management is tailored. Our clients have their own wishes, needs, and personal ambitions. At Strafin, each and every client receives close individual attention. Our financial and investment advisors possess longstanding experience and proven expertise. Together with our independence from banks and other financial institutions, their professionalism and commitment to the Strafin mission guarantees client-oriented solutions. Upon request, we also assist clients with making investments in special industry sectors, real estate, and non-listed private companies.


Classical asset management and investment consultancy / Portfolio management mandates / Financial planning / Second opinions / Maintaining customised banking relationships / Client-specific real estate brokerage in conjunction with Strafin Real Estate / Brokerage of non-listed investment opportunities in conjunction with Strafin Corporate Services and Strafin Innovations


Financing consultancy / Financing concepts and strategies / Mortgages brokerage and administration / Derivative strategies / Tailored solutions for private and commercial clients / Family office

Financial services

Overall solutions for complex asset structures / Retirement provision and insurance consultancy / Coordinating banking relationships / Cooperation with specialised lawyers / Succession solutions / Inheritance arrangements / Execution of wills


Our experts of Strafin Advisory are specialized in providing personal legal, financial, and tax consultancy to private customers. We offer costumized services by working together with internal but also with external experts to create individual and holistic solutions, and to administrate them for the long term. In order to advise our customers proactively and competently the personal relationship between customers and our consultants is a priority to us.


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