The Guide for Your Wealth

We make investing transparent for wealthy investors. And show you the most attractive investment strategies and the best private banks. Use our free online tools or let us advise you personally on your investments. See more in this 2-minute video.

 
 
 
 

Your advantages

 
UNABHÄNGIGER RAT

INDEPENDENT ADVICE

You get your investment, bank or financial provider checked and optimized by us as an independent and objective insider expert.

growth-WHITE-128p.png

BETTER PERFORMANCE

Our services provide concrete advantages for the future performance and cost structure of your investment.

Investment-Ideen

EXKLUSIVE INVESTMENTS

You get exclusive investment opportunities that you typically don't have with banks: Real estate, private equity, alternative investments

 
processing-WHITE-128p.png

SIMPLE & CONVENIENT

Quite simply: You enjoy the comfort that we take care of your investment and you save a lot of time and effort.

devices-WHITE-128p.png

FREE ONLINE TOOLS

Use our online tools to learn more about investing, but also to check your investment discreetly and anonymously.

safety-box-WHITE-128p.png

SAFE & DISCRETE

In the interest of top security for your data and absolute discretion, we naturally act with the highest ethical and technical standards.

 
 
Beratungsgespräch_ÄlteresPaar1_1500p-WEB.jpg

Looking for the right Private Bank for you?

We cooperate with the best private banks in Germany, Austria, Switzerland and Liechtenstein. And with our many years of experience as private bankers, we can bring you together with the ideal private bank for your needs.

 
 

Our Story

 

With 25 years of combined industry experience, we know how investment, banking and finance can be difficult to assess, even for wealthy clients. When Finvest was founded, our goal was to create real added value for investors with objective, independent advice and smart technology.

And bring transparency and comparability to an industry that has so far acted very discreetly. From the beginning, we have cooperated very selectively with only absolutely reliable financial partners from the private banking, real estate and financial sectors.

 
Our mission is to optimize and make transparent investments for our clients.
 
FV-MarbleWall-FV2019-WEB.jpg

Dr. Andreas Bonschak, LL.M.

 
BonschakAndreas-Explaining-Square-300p.jpg

Tel. +43 676 4101316

Linkedin | Xing | Twitter | Google+

I am convinced that only independent advice, that is free of product or sales targets, is entirely in the interest of a customer.

CAREER

  • Universities of Innsbruck and New York: Doktor and Master of Laws

  • McKinsey & Company: Senior Strategy Consultant

  • Erste Bank: Head of Strategy Private Banking

  • FINVEST/privatbankconsulting: Founder and CEO

Andreas has more than a decade and a half of experience in private banking and strategy consulting. He has written numerous articles in this field and also advises private banks as an independent management consultant: www.privatbank.consulting

 

Philipp Mayerhofer

 
For me, investment advice is to look after each client so personally that he absolutely does not have to worry about his assets.

CAREER

  • College Wiener Neustadt: Business Administration

  • Bankhaus Spängler: Team Head Private Banking

  • CreditSuisse, Erste Bank: Private Banker

  • FINVEST/Alpenschlaf: Founder and CEO

Philipp has over a decade of experience as a private banking consultant, including with Credit Suisse, Goldman Sachs, Erste Bank and Bankhaus Spängler. Prior to FINVEST, he founded several other start-ups, including www.alpenschlaf.com

Philipp-Portrait-300px-Lightgrey.jpg

Tel. +43 660 6568 341

Linkedin | Xing

 

Contact us