Intelligent financial planning for private clients
The purpose of financial planning is to identify risks and opportunities early on and to define the appropriate measures to deal with them. Doing this in an intelligent way that generates value for the client is a sophisticated art that needs to be learned. Our specialists not only have the relevant know-how, but are adept at finding personalised and holistic solutions for clients. You can count on the all-round ability of a leading private bank.
Our range of services
Financial planning takes in many different aspects, such as:
- Life cycle planning
- Income planning
- Tax planning
- Insurance planning
- Investment planning
- Pension planning
- Inheritance planning
- Retirement planning
- Asset and wealth planning
- Assumption of Swiss residence
A detailed financial plan is an efficient tool for planning and monitoring your financial future.
Who benefits from our skills?
Our financial planning services are targeted at private individuals facing important financial decisions and looking for a comprehensive analysis of the financial consequences. We also cater for customers requiring a detailed analysis of their private financial situation.
Personal advice and support
Our financial planning specialists analyse and optimise your personal financial situation in a comprehensive and holistic manner. They take into account legal and tax issues, pension aspects, as well as inheritance law and matrimonial property rules. We faithfully respect your long-term and short-term goals and show you the best way to plan for a financially secure retirement. With this detailed financial plan as a basis, we identify the tax consequences of different measures and the opportunities and risks presented by the available investment alternatives.
