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“Every relationship starts with a conversation”
“Seeking a bespoke service to match your needs should be your prime consideration
and is one that we can deliver.”
| 3www.swissglobalconsulting.com
Swiss Global Consulting are international independent financial advisers providing unbiased advice and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Consulting are multi-faceted international independent financial advisers.
We are Swiss registered and FINMA regulated. Our foundations firmly grounded in Swiss regulations and law. We possess a wealth of experience in the Swiss Pension System, International Pensions, Investments, Tax and Trusts, and our advisers lend key financial advice to both local and international professionals in Switzerland. We have built secure relationships with some of the largest financial institutions in the world; our due diligence and procedures are of the highest level.
As independent advisers, no Bank or Investment Company influences us on the solutions we offer. We are a ‘one stop shop’. This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
SWISS GLOBAL CONSULTINGBuilding Futures Together
Who we areSwiss Global Consulting are international independent financial advisers providing unbiased advice and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
WHAT WE DOBespoke Personal Financial Planning and Advice
We ensure that international professionals optimise not just their taxable benefits but also maximise their investment benefits whilst working in Switzerland.
Swiss Global Consulting offers a range of solutions to help protect assets, build and monitor strong sustainable returns over time. Our tailored advice and constant search to strive for excellence ensures we remain the company of choice for international professionals.
As Switzerland’s leading international adviser, we offer a unique service to an ever-expanding international community. Swiss Global Consulting is a leading brand and the adviser of choice for discerning investors.
| 5www.swissglobalconsulting.com
SERVICES
INVESTMENTS• Individual Financial Planning• Education Fee Planning• Regular Savings• Lump Sum Investments / Portfolio
Management• Asset Transfer (Share Schemes & Stock
Options)
TAX & TRUST• International Wealth Protection• Inheritance Tax Planning• Swiss and International Tax Optimisation • Investment and Treasury Services
PENSIONS• Retirement Planning• Swiss Pension Advice including: o 1st, 2nd, and 3rd Pillar o Vested Benefit Account• International Pension Advice including: o UK Pension Transfer – QROPS, SIPPS o Qualifying International Pensions for US Citizens• Corporate Pensions
Our vision is to provide forward thinking strategic planning that enables our clients to achieve their financial goals whilst protecting their loved ones.
Our management team has an enviable wealth of experience, lending key financial advice to both individuals on a local and expatriate contract basis in Switzerland. We are not an international financial services company trading in Switzerland, but a Swiss recognised financial services company, dealing with international professionals.
We believe in utilising the most robust systems for delivering tax savings, protection and value, this may be as simple as advising on the tax efficiency of a domestic pension system or as complex as creating a multi-jurisdictional foundation to protect family wealth for future generations.
Understanding your financial position is key to the quality of service we provide, assessing your attitude to risk, liquidity requirements and your overall objectives.
WHO WE AREWe Care. We Deliver Solutions For Your Future. Qualified, Experienced And Finma Regulated.
| 7www.swissglobalconsulting.com
HIGHLIGHTS
• Independent Advisers • Service driven • Unbiased ethical advice • Innovative holistic solutions
Who we areSwiss Global Consulting are international independent financial advisers providing unbiased advice and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Consulting provides an array of in-house support to enable you to stay on top of your finances and keep track of the latest developments.
To fully understand your financial goals and aspirations, we listen. We will discuss and understand your attitude to investing as well as the time frames involved so we can determine how we can offer best advice and add value.
We will prepare our advice, which will be a written report detailing our recommendations, the core services we offer, the investment structures, security, investor protection, costs and how we build a longstanding relationship with our clients.
CONFIDENTIALITY
Swiss Global Consulting respects that the privacy of your personal information is important to you. We operate under strict confidentiality agreements and under Swiss data protection laws.
LEADING THE WAY In International and Domestic Legal Advice
| 9www.swissglobalconsulting.com
“The most important thing is for us to fully
understand your financial goals and
aspirations. To do that, we listen.”
Who we areSwiss Global Consulting are international independent financial advisers providing unbiased advice and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Trustees is an independent, Geneva based professional Trustee, with access to over 100 jurisdictions globally.
Our focus is identifying current and future needs of individuals and selecting an appropriate Director led service team to meet the customers’ requirements and expectations. Working as a team with our customers, their families and their advisors enables us to provide robust and applicable structures to suit their individual needs.
Our worldwide client base is private and public corporates including multinational and asset managers, high net worth individuals and families.
We pride ourselves on our concrete working relationships with leading law firms, banks and accountancy firms ensuring that our highly qualified staff have the expertise to provide an efficient and professional service to our clients and advisors.
SWISS GLOBAL TRUSTEESA Different Perspective
WWW.SWISSGLOBALTRUSTEES.COM
| 9www.swissglobalconsulting.com
“We pride ourselves on our concrete working
relationships with leading law firms,
banks and accountancy firms.”
+41 22 919 22 [email protected]
Rue Philippe-Plantamour 20 (5th floor)1201 Geneva, Switzerlandwww.swissglobalconsulting.com
+41 43 204 06 [email protected]
Zeltweg 44 (1st Floor) 8032 Zurich, Switzerlandwww.swissglobalconsulting.com
CONTACT US
“The adviser of choice for discerning investors.”
WWW.SWISSGLOBALCONSULTING.COM
