Invest-Partners Wealth Management AG
Mathias Helbling is an experienced financial professional with a background in client advisory and wealth management. Currently serving as a Kundenbetreuer at Invest-Partners Wealth Management AG since February 2024, Mathias previously held similar roles at Swiss Asset Partners Vermögensverwaltungs AG and Brevalia AG. Prior to these positions, Mathias accumulated extensive experience at Credit Suisse and UBS, functioning as a Client Advisor for nearly a decade. Mathias holds a degree in Betriebsökonom FH from HWZ University of Applied Sciences in Business Administration Zurich and earned the Finanz- und Anlageexperte designation from AZEK.
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Invest-Partners Wealth Management AG
Ein starker Partner mit Weitblick für Ihre Finanzen. Die Vermögensverwaltungsgesellschaft Invest-Partners Wealth Management AG wurde 2002 gegründet und ist in Zürich ansässig. Das Unternehmen zählt mittlerweile zwanzig Partner. Wir offerieren ganzheitliche, kreative Lösungen und unser Team besteht aus Experten mit unterschiedlichen beruflichen Hintergründen, von Investment Banking über Recht bis hin zu Buchhaltung und Immobilien. Wir verstehen uns nicht nur als ständige Berater unserer Kunden, sondern liefern unsere Expertise auch über die traditionellen Private Banking- und Investmentbanking-Dienstleistungen hinaus. Family Offices können von unserer langjährigen Erfahrung profitieren, indem sie sich für uns als Outsourcing-Partner entscheiden. Zurzeit vertrauen uns mehrere Family Offices. Unser Erfolg basiert auf dem Erfolg unserer Kunden. A strong partner with vision for your finances. The asset management company Invest-Partners Wealth Management AG was founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private bbanking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, several family offices place their trust in us. Our success is based on the success of our clients.