Swiss Global Group is the only financial services company of its kind in Switzerland. It is a Swiss registered company, its foundation firmly grounded in Swiss regulation and law. The SG management team has a wealth of knowledge, lending key financial advice to both local and international individuals in Switzerland. We have established offices in Geneva, Zurich, Basel and opening an office in Lausanne in 2018.
Swiss Global offers a range of solutions to help you protect your assets, build and monitor strong sustainable returns over time. With a long history of stability and success, our tailored advice in personal wealth management and our constant search to strive for excellence, ensure we remain the company of choice for International Professionals living and working in Switzerland.
As an expatriate recently established in Switzerland it is not always easy to understand the Swiss Pension system, which can be extremely complex when adding all the different rules and specifics of each company pension plan.
Swiss Global will help you make the most of the Swiss pension system in terms of understanding the ‘pros & cons’, tax efficiency and financial optimisation.
Swiss Global Investments Sàrl is a registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA); and authorised to act as a Financial Intermediary, along with Swiss Global Trustees Sàrl, by the Association Romande des Intermédiaires Financiers (ARIF)
"My SG advisor’s commitment and thoroughness makes him a very strong professional and I recommend his services to anyone looking for sound financial planning."
"Reliable and always available to solve possible problems"
"My SG consultant is an extremely friendly and caring professional who takes his time to explain the markets. I would highly recommend him to anyone looking for sound financial advice"
"We all know Financial Planners come and go, and some are better than others. Swiss Global Group is the most diligent and professional advisory group that I have worked with, period"
"I didn't realize how easy it is to benefit from financial advice specific to my situation, regardless of income!"
"A very lucrative partnership. Thank you for exposing me to these opportunities."