We offer thorough wealth management while reducing costs, enhancing revenues and alleviating your administrative burdens. We can tailor your statements from your multiple custodian banks to suit your particular needs and views.
We focus on managing your portfolio with comprehensive solutions that meet your needs and risk profile with true independence. With the financial industry in the midst of a regulatory turmoil and an unpredictable global macro-economy. It is prudent to team up with a trusted partner like Swiss Wealth Solutions AG.
Our strengths
- Our Reputation
- Easy Access to Top Management
- Fast and Flexible Decision Making
- Full Range of Services Tailored to Client Needs
- Low Staff Turnover
With more than 60 years of combined working experience, in various segments of private banking and wealth management, our financial advisory will deliver best in class Solutions with an effective strategy for long-term growth.
We are an officially authorised financial intermediary licensed by PolyReg and PolyAsset. These regulatory bodies are established according to Article 24 of the Swiss Money laundering act (MLA) and are Based on the Code of Professional Conduct put forward by Swiss Financial Market Supervisory Authority (FINMA) Circular 2009/1 ‘Guidelines on asset management’.
