Choosing the right banking advisor or asset manager can be a difficult task, given the wide variety of platforms on offer. Our experience has shown us that clients choose the advisor before they choose the bank. In other words, the personal relationship is of great importance to them. They need to believe, trust and get on with their advisor. We also believe the best advisors work independently of the banks, and can therefore choose a service or design a portfolio which is best for the client. We would be happy to introduce you to some of the top SEC registered advisors in Switzerland.
Over the past decade we have created a network of the leading bankers in Switzerland. We would be happy to help you choose the right banking team to fit your exact needs.