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FIELDS of expertise

Three pillars for comprehensive, personalized financial management

Alpha & K provides its customers with its skills and financial expertise in the following three areas:

Investments

Financial investments.
Independent portfolio management consultancy Unlisted investments .
Analysis, optimization and monitoring.
Measuring and optimizing risk and performance

Wealth and financial engineering

Entrepreneurship and wealth structuring Inheritance and family.
Taxation – Compliance and advice, international mobility.
Financial planning. Treasury and projects.

Behavioral finance and financial education

Financial research & publications.
Investment training Cognitive bias in real-life situations.
Individualized coaching