Skip to content
MyCrefida Login
CREFIDA

Investment managers

Securely through Complex Regulation for Asset Managers.

Finanzdienstleistungen — Anlageverwalter

Starting point

As an asset manager, you operate in an environment of continuously increasing regulatory requirements. Compliance with these regulations is crucial for your business operations and the protection of your clients' interests.

Our services

What we take care of for you

OR-compliant Accounting

We ensure precise and legally compliant representation of your business transactions.

VAT Optimization

We advise you specifically on VAT peculiarities in the asset management sector.

Financial Market Law

We support you in complying with FINMA requirements and licensing processes.

Internal Control System

We assist you in establishing robust processes for risk minimization.

Your benefit

You receive comprehensive support to minimize your operational risks and meet legal requirements. This allows you to focus on creating value for your investors.

Arrange an appointment

Arrange an appointment

Let us discuss your needs

Duration

September 2026

Mon
Tue
Wed
Thu
Fri
Sat
Sun

Please select a contact person first.

Select the person, day and time on the left.
Form

Your request will be reviewed by us and confirmed via e-mail. We will use your details exclusively for appointment scheduling (see data protection).

Other areas in this industry