Financial consulting and engineering

Our financial consulting goes beyond simple portfolio management and includes customised strategic planning, an essential tool to maximise benefits and protect our clients' interests.

Thanks to our partnerships with major banking groups in Switzerland and abroad, and our specialised advisors, we are able to organise financing, fiduciary and trading transactions anywhere in the world, in a quick and efficient way for our clients.

Mauro Meroni

Director
Head of Private Banking
m.meroni@finpromotion.ch

We focus on the specific needs of each client, be it an individual or a company, providing advice based on the latest technologies and methodologies to ensure state-of-the-art solutions that meet the needs determined by the constant change of the market.

Corporate financial consulting is a fundamental pillar of our service, through which we guide companies in their strategic and investment decisions.

As a financial advisory firm, we offer a wide range of services, from advice on specific investments to long-term strategic planning. We are also active in the field of legal, tax and insurance consulting, integrating our overall vision with the needs of investors.

Using financial engineering, we optimise assets through innovative strategies in order to maximise benefits. We define the organisation and structure of a person's assets, so that we can understand and determine a more appropriate investment plan, to be combined with future planning.

“Economic equilibrium is not static; it is a dynamic process that requires adaptation and change over time”

Jean Tirole, Nobel Prize in Economics in 2014