From pension consolidation to pillar 3a accounts and investment planning, these English-speaking advisors understand the needs of expats building wealth in Switzerland.
4 listings
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.
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.
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