JC

JAKOB CONSULTING

SPECIALIST FINANCIAL CONSULTANCY FIRM


THE COMPANY        OUR VISION        OUR CLIENTS        OUR PRICES        CONTACT

PRIVATE BANKING


FAMILY OFFICE


WEALTH MANAGEMENT


FINANCIAL STRUCTURING


SUCCESSION PLANNING


PORTFOLIO_MANAGEMENT


INSTITUTIONAL CLIENTS

Our vision

We are a leading and independent consultancy with a manageable number of sophisticated clients.
We see ourselves as an exclusive consulting firm with global deployment capabilities. Through a professional attitude, flexibility and quality we increase our client's advantage - always our ultimate goal - and thus ensure the long term success of our company. "All consulting services under one roof"


Our clients

Our private banking philosophy is:
"Preserving assets, creating assets"

When it comes to wealth management, we are a loyal and competent partner for a select clientele. We offer creative and innovative solutions to a wealthy individuals and institutional investors. Customer satisfaction is our most important aim.
We know our clients and we maintain their privacy.

Our clientele is composed largely of luminaries in the European financial sector.
But we have also successfully worked with governments, major as well as private banks, insurance companies, and property, textile and media companies.

We are, however, unable to provide names or references due to the nondisclosure obligations we have to our clients. You will agree that this is also in your own interests.