Insights2022-10-27T10:02:23+01:00
  • St.Galler Trendmonitor für Risiko- und Finanzmärkte

The democratisation of wealth planning

01/11/2022|

In order to offer realistic and holistic wealth planning, a method is needed that: focuses on the clients' individual goals, takes extreme scenarios into account, is multi-periodic financial market crises and market downturns realistically reflected, takes all assets and liabilities into account.

3rd-eyes analytics AG
Wyssgasse 6
8004 Zürich
[email protected]

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