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We pride ourselves on only employing fully UK qualified Wealth Managers who can offer first-class financial advice to our clients. We achieve the very best for our clients and offer 24/7 access to our services. Our reputation speaks for itself as over 80% of our business is generated from our existing clients’ recommendations.
We provide tailored wealth advisory, investment services, pension services, insurance and lifestyle solutions.
As an international expatriate or localised foreigner, you have specific financial opportunities and challenges to manage. We design our financial advice and tax solutions around the unique situation of you and your family. You will have access to your own dedicated Wealth Manager as well as our whole team of financial experts who will consider your individual situation in depth.
We are a Swiss registered limited company with our head offices in Geneva.