Chartered investment consultancy. Our remuneration is mostly from profits. If you have sold a business or have units, tens or hundreds of millions of crowns to invest. Our clients are business owners, senior executives or it professionals who don't have time to worry about their money.

I offer comprehensive financial advice that includes budget optimization, insurance, investments and mortgages. The goal is to find an individual solution for each client that fits their needs and values. I believe that properly adjusted finances bring peace of mind and security to life.

The company has a history of 24 years of real estate investment. It offers bonds with yields up to 9%. Its portfolio of investments includes EFI Hotels, EFI Brewery, office buildings and residential properties. It will also offer its services as a real estate agency. The insurance services division will take out insurance for you.

Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.