Our wealth managers are dedicated to working with you day after day to shape your financial future. The solutions we implement are perfectly tailored to your life goals.

Whether you run your own business or are employed as an executive, we use custom solutions to structure, protect and enhance the value of your assets throughout your working life.

No matter whether you’re on a company payroll or self-employed, financial planning is essential to safeguard and maximise the value of your assets for when you retire. Occupational pension arrangements are central to this.

By carefully tailoring estate planning to your objectives, we can advise you on how to safeguard your family wealth and organise its transfer to future generations.

Our inbound residency service and expertise in asset management will facilitate your touchdown in Switzerland. We can advise you on all the administrative, financial and tax considerations connected with your circumstances.

Buying, selling, financing and maintaining property requires expertise and access to the best services. That’s where we come in.