From pension consolidation to pillar 3a accounts and investment planning, these English-speaking advisors understand the needs of expats building wealth in Switzerland.
FINMA-licensed independent portfolio manager (FinIA) specialising in cross-border wealth management for expats. Pillar 3a, multi-jurisdiction tax, and investment planning; SEC-registered for US clients.
Full-service fiduciary and audit firm in central Zug, established 1962. Tax advisory, accounting, auditing, and company administration for private individuals and expats running their own company in Zug.
FINMA-licensed independent portfolio manager under FinIA, near Geneva. Fee-based planning covering wealth management, Pillar 3a, pensions, insurance, and property finance for expats.
Geneva-based international wealth management firm with 20+ years serving expats. Advises on Pillar 3a, Swiss pensions, investment portfolios, and cross-border financial planning in English.
Geneva-area financial planning firm for international professionals. Holistic advice on Pillar 3a, vested benefits, tax optimisation, and insurance; over 200 expat clients assisted.
Switzerland's largest independent fee-only financial consultancy, FINMA-supervised, with 36 branches. Zug branch five minutes from the train station. Retirement, Pillar 2/3a, estate planning, and asset management. Advisory fees only — no commissions.
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