The symbiosis of consulting activities, investment know-how and digitalization application form a unique wealth of experience entirely in the service and benefit of our customers
We have broad and in-depth experience in analyzing and advising on investment topics and investment strategy. We are familiar with topics such as strategic asset allocation and investment controlling and reporting.
Asset & Wealth Management
Offers & Services
Summa Verwaltung supports customers in the digitalization of asset and wealth management and thus the opportunities to exploit all customer benefits through this innovation. Together we identify the possibilities of automation and digitalization potential within the entire value chain. Digital Finance is our service credo and digital transformation our passion.
The services can be obtained through various modules.
As consultants, we are at your side and show you the possibilities and implementation approaches through various channels. Together with us, you determine the scope and, above all, the goal.
Take on a timed active role in the company.
If you are looking for a manager who is involved in topics such as digital transformation of active decision-makers – then we are at your disposal as an interim co-worker.
We increase their level of awareness among your target customers, increase the profitability of the products, and help to significantly increase your market share. We help you with internal and external communication. In doing so, we apply the means of digital marketing, their instruments, and channels in a targeted and effective manner in order to achieve sustainable growth.
Do you need support in implementing the digitalization strategy? Or would you like a holistic application, which we implement for you from start to finish. With this project-based approach, we are in charge of the management and we provide you with the required functions and modules on time and in a timely manner.
Strategic Advisory Board
Strategic decisions are the key to your company’s success. We bring in all of our experience and vision so that you can sustainably master the digital questions and challenges. We are in the same boat and align our interests and activities in your best outcome.
A project by Summa Verwaltung
ADDFINWEALTH, the new digital private banking solution
Helps the professional asset manager to manage your office and your clients holistically and to expand your business, while taking care of compliance with regulations.
- CRM & Office Management
- Customers Digital Onboarding
- Portfolio Management
- Financial Information
- Regulatory Compliance
- Investment Compliance
Peter J. Hegglin
Peter J. Hegglin has many years of experience in the financial sector, especially in investment consulting, institutional asset management and wealth management and FinTech. He has also worked in the alternative investment sector for several years. Topics such as blockchain and De-Fi are also part of his Digital Finance experience. Peter has produced several publications and given lectures on the various digital transformation topics.
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