Private financial planning, 20 years of experience in international banking, helping executives and entrepreneurs develop and implement financial strategies, income protection and diversification, investments, annuity plans, audit and management of financial and wealth risks, tax optimization.
We provide you with property advice and property investment brokerage. We offer expert advice, tailored investment portfolio design and subsequent investment brokerage. Selection of solutions in terms of yield and security. Advice on real estate and housing finance.
We are part of Swiss Life, a Swiss financial group with more than 165 years of experience in providing pension and financial solutions. We offer comprehensive financial advice. With our educated and motivated financial consultants, we will create a financial plan for you according to your needs.