English-speaking Financial Advisors in Zurich

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

1 listing in Zurich canton

Seefeldstrasse 225, 8008 ZürichZurich, ZurichEnglish, German, French

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.

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