Wealth Management in Switzerland

Switzerland remains the top choice for international investors seeking a safe and secure haven for global investment management and long-term asset preservation. With its unwavering political stability, monetary security, strong currency, sophisticated financial system, and top-quality wealth management services, Switzerland has established itself as a reliable jurisdiction for investors.

Swiss institutions stand out in terms of quality and performance, offering comprehensive and competent asset management that is culturally and linguistically diverse. Embracing digital transformation and sustainable finance, the Swiss financial center is well-positioned to meet the evolving needs of private clients. Amid geopolitical uncertainties, Switzerland’s high level of reliability provides a distinct advantage.

The projected assets under management (AUM) by Swiss banks are set to reach a staggering $5,567bn by the year 2025.

Our business model is to negotiate competitive offers from the best wealth management banks and private equity firms in close cooperation with our client. We don’t receive inducements from custodian banks or fund managers – there is no incentive to favor one investment over another. Instead, we are free to examine the broader asset universe and select in cooperation with our client only what promises to offer the best value.

Personal meetings with the banks will be held in Zürich or Geneva. Our fee is 1,5% of AUM the first year.