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Spoken languages: French,
German, Swiss German,
English, Italian, Spanish, Greek

Services

Accessibility and independence are the key differences that the compact structure of SCHENKfinance can offer.

This leads to ready availability of the managers and a genuine unfettered choice of investment vehicles.

Portfolio Management

Above all, managing clients’ financial assets means listening to them. At SCHENKfinance, we determine with the client his/her objectives and the degree of risk that is acceptable, before developing an investment strategy that is presented and explained.

The implementation of the agreed strategy requires constant attention in order to adapt the portfolio in response to the evolution and potential of the markets. At SCHENKfinance, the client can arrange at any time to be updated on the status of his portfolio.

Asset Management

Financial assets are often only one part of the client’s holdings. Generally an investor needs a comprehensive approach to his financial affairs, such as advice on legal, tax, inheritance or real estate matters. Through its network of professional associates, SCHENKfinance is able to provide these services and assist clients in resolving the most varied of problems.

Accessibility Guidelines