FINEX & Partner GmbH
Asset Management / Wealth Management · Münchenbuchsee, Bern
FINEX & Partner GmbH is a Swiss asset management / wealth management company based in Münchenbuchsee, Canton of Bern (UID CHE-109.569.181).
Board members & signatories
- Alexander Boas — Geschäftsführer
Registered purpose
Die Gesellschaft bezweckt persönlich und losgelöst von einzelnen Produkten im Bereich Finanzdienstleistungen zu vergleichen und Kunden zu beraten. Für die Planungsumsetzung der Kundenbedürfnisse werden die Angebote von Banken, Versicherungen und Fondsgesellschaften in der Finanzplanung miteinander vernetzt. Die Gesellschaft kann im In- und Ausland Zweigniederlassungen errichten, sich an anderen Un…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What FINEX & Partner does
OFFERING
FINEX & Partner GmbH provides financial consulting services focused on wealth management, retirement planning, and financial security. Their offerings include asset management, insurance optimization, retirement and pension planning, real estate financing, tax optimization, and estate planning. They aim to develop strategies that align with clients' individual financial goals.
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