Die Finanz Konzept AG ist eine privat geführte, unabhängige Vermögensverwaltungsgesellschaft und Multi Family Office Service Anbieterin mit Sitz in Zürich, Schweiz. Seit mehr als 15 Jahren bieten wir unseren anspruchsvollen Kunden im In- und Ausland zahlreiche massgeschneiderte Dienstleistungen an. Wir pflegen eine innovative, kreative und flexible Unternehmenskultur, um unsere Kundschaft erfolgreich durch die sich stetig verändernde Umwelt zu führen. Mit gemeinsamen Zielen liefern wir überdurchschnittliche Ergebnisse. Neben den klassischen Ansätzen entwickeln und vertreiben wir laufend neue und unabhängige Anlagekonzepte, Fonds und Systeme, wie zum Beispiel einer aktiven Vermögensallokation in unberechenbaren und dynamischen Marktlagen oder kosteneffiziente moderne Handelssysteme (Robo-Advisory, Hybrid-Advisory).

Experience in securities trading

Risk class 1:  3 or more years
Risk class 2:  3 or more years
Risk class 3:  3 or more years
Risk class 4:  3 or more years
Risk class 5:  3 or more years

All wikifolios of FinanzKonzeptAG

Status: Investable

Date created 2017-07-28
Performance since creation +54.4 %
Performance 1 month +5.3 %
Maximum loss (to date) -98.6 %
First issuance 2019-01-28
Performance fee 10 %
Symbol WF0FKALPHA
Invested capital EUR 0.00
Trades leverage products

Status: Published

Date created 2018-10-11
Performance since creation +3.7 %
Performance 1 month +2.5 %
Maximum loss (to date) -4.4 %
First issuance -
Performance fee 5 %
Symbol WF0AUSGCHF
Reservations 10
Actively diversified
Medium to long term
Date created 2018-06-12
Performance since creation -3.8 %
Performance 1 month +1.9 %
Maximum loss (to date) -11.4 %
First issuance -
Performance fee 5 %
Symbol WFSMARTEUR
Reservations 4
Focus EUROPE
Medium to long term
Date created 2018-07-12
Performance since creation -3.2 %
Performance 1 month +1.9 %
Maximum loss (to date) -10.2 %
First issuance -
Performance fee 5 %
Symbol WFMULTICHF
Reservations 4
Medium to long term

Status: Closed

Date created 2017-08-09
Performance since creation +5.6 %
Performance 1 month -
Maximum loss (to date) -7.9 %
First issuance -
Performance fee 5 %
Symbol WF0FKSVCHF
Invested capital EUR 0.00
Date created 2017-08-10
Performance since creation +4.1 %
Performance 1 month -
Maximum loss (to date) -5.4 %
First issuance -
Performance fee 5 %
Symbol WF0FKCGCHF
Invested capital EUR 0.00
Date created 2017-07-25
Performance since creation +3.2 %
Performance 1 month -
Maximum loss (to date) -9.9 %
First issuance -
Performance fee 5 %
Symbol WF0FKSVEUR
Invested capital EUR 0.00
Date created 2017-07-26
Performance since creation +2.0 %
Performance 1 month -
Maximum loss (to date) -11.5 %
First issuance -
Performance fee 10 %
Symbol WFFKNXTEUR
Invested capital EUR 0.00
Date created 2017-08-21
Performance since creation +1.3 %
Performance 1 month -
Maximum loss (to date) -14.5 %
First issuance -
Performance fee 10 %
Symbol WFFKNXTCHF
Invested capital EUR 0.00
Focus USA
Date created 2017-07-25
Performance since creation +0.4 %
Performance 1 month -
Maximum loss (to date) -8.4 %
First issuance -
Performance fee 5 %
Symbol WF0FKCGEUR
Invested capital EUR 0.00
The invested capital may differ from the actual value due to the conversion of several currencies.