Welcome to WBB Finance
Asset Management: Consistently innovative – always
Wealth management has been our passion for decades. In doing so, we rely upon the stability of our homeland and move with great skill on the international financial markets at the same time. Our company has a long-standing tradition, but thanks to a new generation of management, we are always up to date.
Life is like a river. Just like your portfolio
A partner with an established track record
- WBB Finance was voted one of the best asset managers for the third time in a row by Fincentra.
- We have a team of around 40 employees at our offices in worldwide. (German: - We have a team of around 40 employees at our offices in Base! •Mitarbeitende weltweit.)
- The client assets we manage amount to approximately CHF 2.5 billion.
- We have been in business for over 20 years and have an active succession plan.
- Our commercial activity is independant market organizations (German: ...durch unabhängige Organisationen.
Financial services of WBB Finance
Descretionary mandate
Our specialists take care of the selection and the management of your investments.
Advisory mandate
Our advisors are your expert partners in comparing different investment options and implement the best solutions for you.
Portfolio analysis
In order to make the right decisions, both you and we need to know your situation first.
Consolidated statement of assets
If you like, we can provide you with a detailed overview of all your assets, including those that you have invested with various custodian banks.
Financial planning
Our integrated financial planning also includes tax components, private pension provision and the protection of your loved ones.
Vested benefits
If you do not belong to a pension fund, we will assist you in investing your pension capital profitably.
