Daniel Zbinden

Report/Block

We do not sell what is best for us, we advise what is best for you - personally and long-term committed to your success. Our customers have access to all the knowledge, resources and services provided by our two companies. EPERNAY ASSET MANAGEMENT AG: 1) ASSET MANAGEMENT / taylor-made asset management for private and institutional customers, clearly defined investment process, active risk management, tax optimized investing 2) FAMILY OFFICE SERVICES / wealth planning structuring and consolidation, advice on ownership and management, sale and purchase of real estate, sale and purchase of operating companies 3) PRIVATE LABEL FUND / advise structuring and founding, fund advisory on your behalf, ensuring all regulatory requirements met, partner contracts and cost negotiations, introduce suitable partners FINAVIS GMBH: 1) CONSULTING AND ADVISORY / strategization and implementation, developing and expanding distribution and sales structures, support for entry into new markets, active and long-term support / advice 2) SALES AND ACQUISITION / sales and acquisition for and on your behalf, access to existing business network and partner, develop and implement sales strategy 3) PRIVATE EQUITY / deep scope due diligence, portfolio structuring, finding suitable business partner, introduce potential investors for seed and growth capital