Aquila Vermögensverwaltung Zürich AG

Our Services – An Integrated Approach to Your Assets

Investment advisory services

We provide competent advice and support to our clients, who wish to make their own investment decisions. We base all our advice on an individual investment profile that allows us to define an investment strategy with you. We take care of the administrative side – from issuing and tracking orders to risk analysis and reporting.

Asset management

If you prefer to delegate your investment decisions to us, we define a personal investment strategy with you in which your goals are always paramount. Our investment process is structured from strategic asset distribution to reporting.

Financial services for women – From woman to woman

Women frequently have different life cycles to men, due in part to such factors as starting a family, taking a break from full employment, returning to a career, divorce or even widowhood. Aquila Vermögensverwaltung Zürich AG offers financial services, which focus on the specific needs of women in today’s world.

Real estate and mortgages

We provide comprehensive advisory services to clients buying and selling properties in Switzerland. Whether you need assistance in exploring financing options, in selling your property or in tax-related aspects, you can profit from our excellent connections to real estate agents and financing partners.

Pensions

Planning for life after retirement is always a central part of our integrated advisory approach. We provide sound advice that is independent of product providers and help you develop a coordinated concept that suits your personal needs.

Inheritance planning

The transfer of assets to the next generation requires careful planning and advance preparation. Inheritance planning is an important aspect in the lifecycle of any capital investor or business entrepreneur. We support you in inheritance planning, bringing in external specialists wherever necessary.

Securities analysis / Second opinion

A second opinion is always valuable. We are happy to analyse your existing custody account with regard to its structure and the costs entailed, or in the context of your overall assets. We also analyse the composition of financial products and indicate opportunities and risks.

Family Office Services

As part of our integrated approach, we have access to a large network of internal and external specialists of all kinds. Aquila Vermögensverwaltung Zürich AG has excellent connections to banks, lawyers, fiduciaries and tax advisors, for example.