Varallisuussuunnittelu Viisaus
Independent investment planning firm helping private and corporate investors in Finland with portfolio and asset planning
About Varallisuussuunnittelu Viisaus
Varallisuussuunnittelu Viisaus Oy is an investment planning firm that offers tailored wealth and investment planning support to private individuals and organisations. Services include analysis of existing investments, asset-class investment plans and strategies, portfolio risk and return analysis, selection and tendering of asset managers, comparison of investment risks and costs, and a business owner package covering personal and company wealth.
The company states that it receives no commissions from banks or asset managers and is owned by its experts. Its clients are private persons, families, business owners and organisations, and it charges fees for its services; consulting is priced at 255 euros per hour including VAT, with a three-hour minimum. Initial conversations are offered free of charge.
The company is registered in Tampere, Finland, and was founded in 2019. It describes its mission as providing independent advice to investors that is not tied to any asset manager, and it is recruiting entrepreneurial financial professionals.
Product: Independent investment and wealth planning consulting, including portfolio analysis, asset-manager selection and cost comparison.
Jobs at Varallisuussuunnittelu Viisaus
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