Our Services
With over 20 years, we guide your financial growth confidently.
PLATINUM CONSULT FINANCE AG offers comprehensive Family Office services for Swiss and European wealthy families. wealth management expertise has been used with great success for many years gaining the company a reputation for efficiency, reliability and transparency.
Our clients enjoy a long term, professional relationship hallmarked by first rate management and supervision of all their financial assets, carried out with complete and total discretion.
All of our activities are based on our extensive and deep knowledge of the financial markets. Each and every client enjoys a unique package of financial services and investments, tailor made to suit his portfolio and demands.
Effective and safe wealth management and asset distribution must be approached carefully and with thought. This principal lies behind our management of your portfolio and lays a firm foundation for a long term relationship.
Because we place our clients' interests at the forefront, we zealously preserve our status as an independent company. We are totally dedicated to achieving the best results for our clients!
A warm, personal relationship, availability, total transparency and uncompromising professionalism – these are just some of the values that guide us in all of our activities. These are the values that have
OUR TEAM
The professional backgrounds of the three partners have crossed paths for more than 20 years. Before founding PLATINUM CONSULT, they held operational and management positions within some of the major players in the European property market, Unibail, Hammerson, Klépierre, Nexity, and oversaw and executed more than 7 billion euros in property transactions and developments in Europe.
OUR INVESTMENT POLICY
PLATINUM CONSULT has a Responsible Investment Policy which sets out how ESG factors, where applicable, and sustainability risks are considered.
Each fund managed by Mindston Capital has a specific investment policy which may or may not include an ESG strategy. Therefore, the integration of ESG factors is not systematic or uniform across all funds.
The responsible investment policy will be regularly reviewed to assess its effectiveness, to adapt our system to the growing challenges and to determine whether it still reflects our convictions. It is available in the “Regulatory Information” section.
FAQs
What services do you offer?
We provide business consulting and wealth management tailored to your needs.
How experienced is your team?
Our team has over 20 years of combined experience in finance and consulting.
Where is your company located?
We are based at Chaltenbodenstrasse 16, 8834, serving clients with dedication since 2010.
Who leads your company?
Simon Marti is our CEO, with Eduard Egloff as Director.
Can you help with wealth planning?
Yes, we offer personalized wealth management strategies.
How do I get in touch with you?
You can visit us at our office or contact us through the details on our contact page.
Reach out to us anytime for expert advice.
PLATINUM CONSULT & FINANCE AG
CN : CHE-115.564.140.
Contact address: Chaltenbodenstrasse 16, 8834 Schindellegi
SWITZERLAND
info@platinumconsultfinance.com
+41 32 538 15 08
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