Saving and Investment

We are recognised as one of the industry leaders in financial planning. We are regulated by PolyReg – body approved by the Swiss Financial Market Supervisory Authority (FINMA) – for financial intermediaries referred to in Article 2 Para. 3 of the Swiss Federal Law on combating money laundering and ensuring a professional practice and adherence to a code of conduct.

Benefits of saving or investing through one of our solutions compared with having that within a bank account are higher expected growth, tax efficiency, flexibility as well as access to a vast selection of high-quality funds from across the globe without limitation to Swiss or specific funds.

Our pool of funds includes well-known investment houses such as: Aberdeen, Alliance, BlackRock, Credit Suisse, Fidelity, Goldman Sachs, Henderson, Invesco, Investec, JP Morgan, GAM, Pictet, Pimco, Threadneedle, UBS, etc.

Through our international investment solution, you have a vast range of different options to choose from: stocks, government bonds, corporate bonds, ETFs, mutual funds, guaranteed funds and many more.

It is our job to recommend in consultation with you, which of the above options are right for you. This is determined based on our evaluation of your attitude to risk and volatility, investment time horizon, investment experience and last but not least your age and family situation. Any questions? Get in touch with us.