Services
Investment Management
FiPAX AG’s investment management services provide clients with tailored investment solutions that meet their specific needs and objectives. Their team of experienced professionals uses a disciplined investment process that is grounded in fundamental research, risk management, and a long-term perspective. They offer a range of investment strategies that cover different asset classes and sectors, and they can customize portfolios based on clients’ risk tolerance and investment goals.
Financial Planning
With FiPAX AG’s financial planning services, clients can gain a comprehensive understanding of their financial situation and create a roadmap for achieving their goals. Their advisors can help clients with retirement planning, estate planning, tax planning, risk management, and other financial issues. They use advanced financial planning software to model different scenarios and optimize clients’ financial plans.
Wealth Management
FiPAX AG’s wealth management services provide clients with a holistic approach to managing their wealth. Their team of experienced advisors works closely with clients to create personalized investment portfolios that align with their investment goals, risk tolerance, and time horizon. They also offer comprehensive financial planning services that cover retirement planning, estate planning, tax planning, and risk management.
Private Banking
FiPAX AG’s private banking services offer high-net-worth clients with personalized banking solutions that cater to their unique needs. They provide a range of banking services, including cash management, lending, and foreign exchange. They also offer access to a wide range of investment opportunities, including private equity, hedge funds, and alternative investments.
Family Office
FiPAX AG’s family office services provide affluent families with a comprehensive suite of services that help them manage their wealth, plan for the future, and achieve their goals. Their advisors can help families with investment management, financial planning, tax planning, estate planning, philanthropy, and other services. They offer a personalized approach to family office services that is tailored to each family’s unique needs and objectives.
Portfolio Management
FiPAX AG offers portfolio management services to help clients build and manage a diversified investment portfolio that is tailored to their specific needs and goals. Their team of investment professionals uses a disciplined and rigorous investment process to identify and analyze investment opportunities across a range of asset classes.
We Offer Financial & Superior Services
Team of experienced professionals offers a range of services, including financial planning, portfolio management, risk management, and estate planning.