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Professionals – swisspartners – The art of finance

Specialist advice with in-depth understanding

Having worked with many professionals, we have come to recognise how the relentless pressure of work can often leave you with little time for financial planning. Without the space in your life to devote to your investments, you might be tempted to simply leave things as they are in case you make a false step.

At swisspartners, our specialist advisers already have an understanding of the challenges of an international professional career. So, whatever your circumstances, and wherever you are – from starting out to approaching retirement – we can help you make wise investments based on your particular needs and your plans for the future.

Our investment: time and knowledge

swisspartners wealth management offers time, detailed knowledge and specialist experience to people in many professions. We understand the intricacies of partnerships and company structures, and that your income might be irregular at times. We also appreciate how your financial requirements and ambitions change at different stages of your career.

Wealth for an evolving career

We use detailed analysis to build up a picture of your professional and personal finances and make recommendations for investment structures, real estate portfolios, pensions and even borrowing – all in the most tax-efficient way possible. We then design effective solutions and provide clear advice designed to be as flexible as your career.

ONE by swisspartners

Your Wealth at a Glance.

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News

Alpadis Group acquire Trust & Corporate Services firm
swisspartners Marcuard Heritage AG.

Further information