Swiss mortgages
Financing advisory
Are you considering buying a property for your own use or as an investment for renting out? Or do you wish to refinance an existing mortgage? We’ll be with you throughout the whole process.
Our services
Purchasing advice
We can help you at every stage of the mortgage process, whether this is a new or an existing mortgage, and for various types of property – from second homes and mixed-use developments to investment properties. We can help you assess the costs and optimise financing by putting your accrued pension assets to use.
Choosing the right type of financing
We can help you arrange a financing package tailored to your needs, with a flexible choice of interest rates – either a fixed 3-to-10-year rate, a floating Saron-based rate under a framework agreement, or a combination of a fixed and a floating rate. You also have the possibility of repaying your loan directly or indirectly.
Flexible financing
You can optimise your funding by arranging a fixed-term advance using the assets held in custody with us as collateral.
Our customised solution
Independent, seasoned advice
As wealth architects, we take into account all your circumstances, come rain or shine.
Bespoke solutions
We design and instigate structured, tailor-made financing solutions.
Flexibility
Flexibility is central to our planning.
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Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.