We offer you a professional and flexible solution
Our goal is to make it as easy as possible for expats to access holistic and professional financial advice. We provide guidance and a plan to help you achieve your goals and dreams. Whether starting a family or a business: We help you lay the foundation for a secure future. Our clear opinion is a safe value you can rely on. Because what moves you is our focus.
Your advantages
Time saving
We are flexible in terms of time and place of consultations. Whether at your workplace, at one of our 24 branches in the region or at your home: we are available at short notice and focus on your needs.
Orientation
We offer you orientation in the Swiss financial system. In our core disciplines of banking, investing and financing, but also in topics that require specialist knowledge such as: taxes, financial & retirement planning or estate planning.
Advice that is understood
We offer our financial advice in various foreign languages. Furthermore you will receive our documents not only in German but also in English.
Surprisingly Simple
We keep our processes simple, efficient and unbureaucratic so that it is as convenient as possible for you to become and stay our customer.
Professional events & Networking
At regular intervals we offer events for expats to inform themselves about financial topics and get in touch with other people living in the same situation.