Wir begleiten seit über 10 Jahren vermögende, natürliche und juristische Personen in Finanzfragen, insbesondere bei der Vermögensveranlagung. Die Chefinvest AG Zürich unterstützt Sie zusätzlich beider Gründung, Strukturierung und Umstrukturierung von Gesellschaften sowie beiVerhandlungen mit den Banken, Versicherungen und Steuerbehörden.
Ihre Vermögenswerte werden bei einer Bank oder Plattform auf Ihren Namen verwahrt und wir betreuen Sie direkt über eine Verwaltungsvollmacht. Unsere Kernmärkte sind die Schweiz, Österreich, Deutschland, Grossbritannien und der mittlere Osten. Weitere Märkte sind Israel, Spanien, Frankreich und Polen.
Zudem begleiten wir Sie in der Chefinvest AG in Zürich zusammen mit unseren Netzwerkpartnern bei Wohnsitzverlegungen in die Schweiz, welche sowohl die Aufenthalts- und/oder Niederlassungsbewilligung, die Pauschalbesteuerung, das Sozialversicherungswesen als auch diesteuerlichen Abklärungen und Verhandlungen mit den Behörden umfassen.
Als unabhängige Vermögensverwaltungsgesellschaft sind wir in der Schweiz der Selbstregulierungsorganisation VQF und mit unserer Tochterunternehmung Chefinvest International AG der Finanzmarktaufsicht in Liechtenstein unterstellt.
Megatrends are the drivers of change because they change priorities, accelerate innovation and redefine business models. They are mostly longer-term developments that shape all areas of society and the economy. The companies that focus on these megatrends have prospects of gaining market share and competitive advantages. They have better prospects for the future. For this reason, these companies should be prioritized in stock selection. These trends develop independently of the economic cycle. While they may materialize in different ways and at different speeds, they have the ability to reshape capital flows. We have classified the following megatrends as significant and included them in our focus.
Strong, long-term megatrend
Robust, long-term Megatrend
The most powerful megatrend
Currently important megatrend
Robust, disruptive megatrend
Currently important megatrend
Robust, disruptive megatrend
The Premiuminvest Model is a symbiosis between our top-down and bottom-up approach. The first challenge was to develop forecasts based on the underlying conditions of the economies, the foreign exchange and interest rate markets, and the stock markets. From the variety of information, we developed a top-down forecasting system based on either weighted survey data or a scoring model. Using the bottom-up approach, we determine the price opportunities of individual companies based on current valuations and analyses. Our proprietary combined calculation model helps us to periodically adjust the optimal tactical weighting of asset classes within the investment profile.
As an independent platform, we seek the best investment solutions for our clients. That is why, after a lengthy review phase, the Chefinvest Group has decided to additionally offer its clients tailor-made model portfolio solutions from its established network partners. Based on an agreement, these partners provide us with insights into their various model portfolios and provide us with guidelines for implementation. The consulting of the portfolio strategy selection as well as its implementation is provided by the Chefinvest Group. In addition to our proven "in-house" investment strategies, we offer our clients additional investment strategies. In this way we underline our independence in advising our clients and put the result in the foreground. The client enjoys the free choice of custodian banks and partnerinvest models.