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Wealth Management
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
How to contact us and quick links
Contact us
If you would like to speak to a Swiss Banking Expert now please contact us on: 0044 151 261 0989. We can introduce you to a Swiss Private Banker. This service is free of charge.
Alterntatively, use the contact form >>
List of Services Offered
Asset Protection
Family Office
Wealth Management
Fund Management
Estate Planning
Trust Formation
Swiss Bank Account
Asset Management
Private Banking
Wealth Planning
Inheritance
Investment Advice
Family Office
Trust Formations
Why use Swiss Bank Services?
Swiss Bank Services have been introducing clients to Swiss Private Banks for 10 years. The banks we are affiliated with are the very best in Switzerland and have no tax treaties with the US. This ensures that your assets are 100% safe and never at risk. If you have any concerns or would like any more information, contact us.