• Retirement Planning

    3a & 3b Solutions
    BVG 2nd Pillar Transfers
    Vested Benefit Solutions

  • UK Pension Transfers

    Access to Multiple Pension Jurisdictions
    Complete 'end-to-end' advice
    Final Salary Scheme Analysis

  • Wealth Solutions

    Protect your assets
    Grow your assets
    Optimise your taxes

  • Health Insurance Switzerland

    Tailored Family plans
    We compare 'quality'
    Understand High End Supplements

  • Corporate Solutions & Formations

    Pension Establishment
    Accounts & Audit

  • Property Financing

    Pension funds to pledge & amortise
    Long Term Rate Fixing
    Tax Savings
    Un-tied – we can compare providers

  • US Ex-Pat Wealth Solutions

    FATCA Compliant Solutions
    'Deferred Variable Annuities
    US Compliant International Pensions


Whether building wealth, preserving wealth or transferring to the next generation, quality tailored advice is critical. Through our relationships with specialist professionals and the ability to create bespoke solutions, we are well placed to provide comprehensive independent financial planning solutions.

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Through our large network of institutional partners we are able to provide financing for Swiss property and property in over 50 countries around the world.

Want to know how much home you may finance use our new ONLINE MORTGAGE PREQAULIFICATION!

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Financial Planning

Financial planning is at the very heart of what we do. To us, it means finding out what your current position is, what your dreams and ambitions are for the future and setting realistic targets with our clients. It is our job to take what you have and find the most efficient way to turn it into what you need.

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Protection is a key area of financial planning that is often neglected. Our aim is to make sure our clients are fully covered in all adversities, from having access to the best health treatment and income replacement to protecting our loved ones in the event that we were suddenly not there.

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  • Know what you own, and know why you own it.

    Peter Lynch

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  • Bull Markets – ‘Born in pessimism, grows in skepticism, matures in optimism & dies in Euphoria’

    John Templeton

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  • How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.

    Robert G. Allen

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  • In investing, what is comfortable is rarely profitable.

    Robert Arnott

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  • Money can’t buy you happiness but it does bring you a more pleasant form of misery.

    Spike Milligan

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  • I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.

    Warren Buffett

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Our Philosophy

To protect and enhance the financial position of our clients through a firm commitment to excellence and a quality of service that is second to none.

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FINMA authorised (number 29575) and member of Polyreg.