Founded in 1989, JRB. Finanz AG operates as an independent wealth management company providing personalized financial services. The firm specializes in asset management, investment advice, and financial planning for a clientele of private individuals, families, and foundations. Emphasizing a long-term, partnership-based approach, the company is a member of the Alliance of Swiss Wealth Managers (ASV) and is supervised by the Swiss Financial Market Supervisory Authority (FINMA) through a recognized supervisory organization (AOOS).

Founded in

Germany