FAQ
Frequently asked questions
Find answers to common questions about our financial services
Frequently asked questions
What does EAM stand for?
What distinguishes Wenzinger & Tschan Finanz AG from other asset managers?
Why was Wenzinger & Tschan Finanz AG not awarded by BILANZ before 2025?
What is the minimum investment amount required for a mandate, and why?
Can I open a mandate without traveling to Switzerland?
Who handles the administrative process when opening a mandate?
How often will we communicate during the mandate?
Can the asset manager withdraw money from my account?
How is the fee structured?
When was Wenzinger & Tschan Finanz AG founded?
What do you mean by the “financial boutique system”?
What happens if my life situation changes and I require regular withdrawals?
Do you handle my tax matters?
Do you assist with buying or selling real estate?
Do you manage pension fund assets?
What happens to my mandate in the event of death?
Do you handle estate planning?
Do you prepare advance healthcare directives or other precautionary documents?
How long does it take to terminate a mandate?
How long does it take to liquidate a mandate?
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