What We Offer

What We Offer

WE ARE A WEALTH MANAGEMENT COMPANY BASED IN ZÜRICH

 

BGE Finance is a wealth management company, with an extensive experience in financial analysis and asset management, committed to building enduring relationships with our clients and working daily in their interest.

 

EXPERTS IN WEALTH MANAGEMENT

An analysis of our clients’ needs is carried out during a personal interview and their financial concept is defined by taking into account their current and future obligations. By doing so, we establish the investor’s profile. Next, we recommend the appropriate investment strategy in order to offer the most convenient products and services suiting their tolerance or risk aversion.

BGE Finance team of specialists has an extensive investment experience in national and international financial markets, with proven results. Our aim is to optimize our clients’ portfolios thanks to a bride diversification of the investments. For this diversification we use different asset classes, such as real estate, shares, fixed income or mutual funds.

 

INDIVIDUALIZED WEALTH MANAGEMENT SERVICES

BGE Finance offers individualized wealth management services to private clients. The aim of these personalized and individualized services is to obtain long-term capital appreciation for our clients. Direct investment or investment funds? Which sector should be included in the portfolio? What performance objective is pursued? BGE Finance will take into account all your preferences, without forgetting your long-term performance objective and your current and future obligations, such as retirement, an adequate pension, life insurances or a possible house purchase. All these items of information are necessary for a serious wealth planning and are part of our individualized wealth management service.

Wealth management is not an easy task and takes a lot of time. Are you looking for help? Trust the competence of our professional team at BGE Finance and achieve the optimization of your finances without great efforts. Do not hesitate to contact us for a first consultation.

We can also help you in terms of financial analysis, expert management on investment funds, inheritance planning or legal advice.

 

COLABORATION BETWEEN BGE FINANCE AND THE CUSTODIAN BANKS

We manage assets deposited in different top quality banks. As a result, we kow the services and benefits available for clients in these institutions and we can select the one that best suits each investor.

The concept of open architecture is our business model core and the advantages that this concept brings to our customers are indisputable.

 

WORKING WITH BGE FINANCE

Asset Manager Custodian

 

ADVANTAGES OF THE COLABORATION BETWEEN BGE FINANCE AND THE CUSTODIAN BANKS:

  • Possibility of obtaining special conditions at the custodian Bank.
  • Possibility to select among different custodian Banks that best suits each client. Facilities for opening an account at the selected bank.
  • Bank and investments supervision by BGE Finance.
  • Access to the BGE Finance investment model.

Contact Us

We will be pleased to help you

+41 (0)44 268 25 72
Kreuzstrasse 82, 8032 Zürich
info@bge-finance.com
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