Vertex Financial Management is an Independent Financial Planning group dedicated to helping Swiss nationals, expatriates and international workers invest, grow and protect their wealth no matter where they reside in the world.
We are an independent financial firm which means we are free to select the ideal and tailor-made financial solutions to meet the needs of our clients. We are a company made up of a team of experts in asset management, pension advisors and financial planning.
We are a member of the Chartered Institute for Securities and Investments (CISI). This is the largest and most widely respected professional body for those who work in the securities and investments industry. We are also a member of the British Chamber of Commerce: COBCOE Quality Standard Certification. All consultants at Vertex F. M. are internationally licensed and regulated by Polyreg.
Polyreg is a regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal law on money laundering. Polyreg is recognised by FINMA as a professional organisation for ensuring a professional practice and code of conduct is adhered to for independent asset managers.
When you live and work abroad, your financial needs can be a lot different in that of your home country. Our consultants review each client’s situation and create an impartial financial plan to meet their individual needs. We plan to ensure that clients’ hard-earned money works the best for them. We offer International solutions to all the expats, no matter where they are from and where they are going to be in the world.
Our consultants review each client’s situation and create an impartial financial plan to meet their individual needs. We plan to ensure that clients’ have a full understanding of their possibilities, their benefits and their advantages while they can decide how shall their hard-earned money work for them. We offer International solutions to expats no matter where they are in the world. All of our consultants are fully qualified internationally in wealth management.