Wealth management and financial planning from private banking experts

Wealth Management & Financial Planning

Basic investment management is the process of managing financial assets like stocks, bonds, cash and mutual funds in order to achieve a specific financial goals like retirement or college funding.

With Wealth Management, the focus is expanded considerably by looking at everything that impacts an individual's net worth, e.g.: privately-held businesses, personal residence, vacation properties, insurance, loans, taxes, beneficiaries etc.

Wealth management packages differ depending on the clients individual circumstances. There are always significant differences for each type of business which is why we create an individual package for each client. We work with you on a personal level to ensure your assets work for you in the most profitable way.

"Private Wealth Management is an area that specialises in meeting the needs of individuals and corporations with significant resources and a global outlook to managing their financial affairs"


WEALTH MANAGEMENT - FINANCIAL PLANNING - INVESTMENT BANKING - PLANNING - CORPORATIONS, INDIVIDUALS, COMPANIES, BUSINESSES.

Setting up Swiss Bank Accounts Online...

Setting up a Swiss Private Bank Account is easy.

You do not have to come to Switzerland, a private banker can come and meet you in a place of your choice.

For High Net Worth Individuals wishing to deposit or invest $300,000 USD or more contact us to speak to Swiss Private Banker, please feel free to ask about any of our Swiss Private Bank services you are unsure about such as: Asset Protection Service, Anonymous bank account, Numbered Account, Debit Card, Credit card, Wealth Management strategies, Investment advice, Trust Formation, Taxes , Inheritance Plans and any other offshore swiss banking services.

Contact us or complete a consultation form for more information on wealth management.

An appropriate expert can render a general introduction to their services via telephone or email, if the criteria is met then they can offer to meet you wherever it is convenient for you, in one of their banks in Switzerland, in one of their professional offices around the world or even at your home if you so wish.