33
Growth Score
pts
Heat Score
-39 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Ci Fund Services offers wealth management, portfolio advisory, consolidated reporting, and family asset planning.
- Julia Schilles: Head of Compliance
- Mathias Barandun: Chief Executive Officer
About the Company
Ci Fund Services provides wealth management and investment advisory services for private clients, entrepreneurs, and family holdings. The firm structures and manages portfolios across asset classes under discretionary or advisory mandates, based on client objectives and risk tolerance. It coordinates banking relationships and investment managers,
consolidates positions, and produces transparent reporting. Additional services include financial planning, succession considerations, and governance support for family assets. The company also evaluates alternative investments and funds, monitors costs and risks, and assists with implementation and ongoing oversight.
