A young dynamic startup

Commited to make wealth managers business simpler

Today professional investors are facing a variety of challenges:

 

Legal, Tax & Compliance

continuously changing and extensive growth of country specific regulatory requirements

Eroding margins

rising costs vs diminishing returns

Competition

more and more international competition / customers as becoming flexible and willing to emigrate and move away

Technology

own and customer’s technological needs and expectations are increasing

Expertise

increasing complexity of investment products, needs and solution

Let us help you become efficient

contact one of our sales representatives for more information

Peter Hegglin

Peter Hegglin

Chief Executive Officer

peter.hegglin@addfinwealth.com
Tel.    +41 44 520 38 38
Mob. +41 78 707 88 73

 
Rob Prior

Rob Prior

Chief Technology Officer

rob.prior@addfinwealth.com
Tel.    +41 44 520 38 35
Mob. +41 79 753 18 39

Reto Niedermann

Reto Niedermann

Chief Business Officer

reto.niedermann@addfinwealth.com
Tel.    +41 44 520 38 36
Mob. +41 78 878 62 51

 

Jan Diethelm

Jan Diethelm

Business Analyst & Project Manager

jan.diethelm@addfin.com
Tel.    +41 44 520 38 34
Mob. +41 76 442 24 68