PRIVATE BANKING
FAMILY OFFICE
WEALTH MANAGEMENT
FINANCIAL STRUCTURING
SUCCESSION PLANNING
PORTFOLIO_MANAGEMENT
INSTITUTIONAL CLIENTS
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Our consultants
-are specialists and have integrity
-have thorough training and a specialist education
-are multilingual
-have international experience
-are absolutely discreet
Our external legal consultants are without exception from distinguished European legal practices, whilst all other consultants come from leading specialised consultancies.
The Company
JAKOB CONSULTING is an international consultancy with its head office in Switzerland and further offices in Frankfurt am Main and London.
1989 founded in Frankfurt am Main by Dr. Steve Jakob
1999 office in London
2001 main office in Switzerland, Basel
We are a group of independent consultants and offer a disparate range of high quality and sophisticated services which go beyond mere wealth management. Our services are aimed at wealthy individuals, portfolio managers and institutional investors.
We are a transparent, active and attractive consultancy, whose success is largely based on the professional attitudes of our consultants and employees. Being a specialised and dynamic company in a niche market allows us to have a personal and individual style.
We have a flat hierarchy, which leads to short communication and information chains between our clients and their consultants.
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