JTE Finance Ltd, based in Zurich, was established in 1998 by the portfolio managers Joe T. Eberhard and Monika Kym. The aim of the company is to offer independent portfolio management and consulting services to discerning private clients.

The portfolio management service is designed to fulfill the individual client’s needs with a tailor-made and comprehensive investment strategy based on the client’s risk preferences.

Through the strategic alliance with our partner, Klein Rechtsanwälte AG, JTE Finance Ltd. can offer clients specialized legal and tax advice.

In 1999 the portfolio manager Juerg Fluck joined the company bringing with him many years of portfolio management experience.

In addition to the portfolio management service, JTE Finance Ltd also offers, if requested, investment opportunities in selected small and venture shares. Such investment opportunities are only offered in companies for which JTE Finance Ltd has had a deep and comprehensive knowledge since formation.