Impressum

Publisher

Helfenstein Asset Management AG

Pilatusstrasse 23, 6003 Luzern, Switzerland

Swiss UID: CHE-111.708.730

LEI: 894500URZFTDV5G7F357

Business

Independent, fee-only financial advice and portfolio management for private clients worldwide: retirement, investments, taxes, real estate and estate planning. Client assets stay with the bank you choose, not with the company.

Supervision

Helfenstein Asset Management AG is listed by FINMA as an authorised portfolio manager and supervised by OSFINcontrol AG.

FINMA Portfolio Manager Authorisation No: CH-111.708.730 | Decision Date: 12.01.2022

Ongoing Supervision: OSFINcontrol AG | Affiliation Ref: OSFIN-111.708.730 | Since: 12.01.2022

Clients can verify authorisations on the official FINMA register (https://www.finma.ch/en/finma-public/authorised-institutions-individuals-and-products/).

LEI record: https://search.gleif.org/#/record/894500URZFTDV5G7F357

Ombudsman: Finanzombudsstelle Schweiz (FINOS), Freigutstrasse 8, 8002 Zürich, Switzerland, info@finos.ch, https://www.finos.ch. Reference Number: FINOS-111.708.730.