Protection. Planning.
Ethical Investing

Complete
Peace of Mind

Providing fully regulated advisory and asset management services in Switzerland and throughout the EU. Independent and unbiased – we put you at the heart of everything we do.

Retirement Calculator

Are you on course to live happily ever after?

Asset Management

Simple, clean, efficient. No hidden fees or small print. Contact us today to find the best solution for your given situation.

Swiss 3 Pillar System

A tax efficient means to save for your future. There are many options available for those that live and work in Switzerland.

Looking to buy your dream home in Switzerland?

Swiss home loans are unique. Allow us to guide you through the system, what’s available and what’s best for you.

UK Pension Transfers

Clear and simple advice in a complicated marketplace. With ever-changing rules and options, it is important to understand whether a transfer is in your best interests and, if so, which solution is perfect for you.

Leaving Switzerland

There are many things to consider when leaving Switzerland. We can help you to understand your options.