Our services
Find out how our financial advisor services in Zug offer you comprehensive financial expertise. Individual advice, customised solutions and sustainable success are the focus of our financial advisors.
Individualised asset management
Active Management, holistic support, network of Experts for optimal financial strategies.
We manage bank accounts and share portfolios on your behalf and in your interests, as our client, administering these items in your name and at your bank. We establish your requirements in personal meetings, enabling us to support you in achieving your own personal investment and retirement aims. You grant us a discretionary mandate that excludes purchasing by third parties or payments to third parties.
Core elements of our investment strategy:
- Active asset management
- Asset management
- Investment advice
- Close attention to potential risks
- Holistic asset management (Family Office concept)
- Investment strategy and active risk management
- Support for assets in the form of individual portfolio management
- Retirement advice, planning and tax optimisation
- Management of trusts
- Advice on the financing, purchase and sale of property
- A network of experts, including tax consultants, lawyers and accountants, together with experts in real estate
Investment strategies
The asset management philosophy followed by Janora AG is based on investment strategies we ourselves have developed. Each client chooses one of our investment strategies for their own portfolio. We offer the following six investment strategies for managing your portfolio:
Find out how our customised asset management, active management and network of experts can provide tailor-made support for your financial goals.
Janora AG