Combine Swiss know-how with your wealth ambitions.

    Investing in Switzerland

    Benefit from the stability and expertise of the Swiss financial centre to optimise your assets. We structure bespoke pension and investment solutions, built our House's tradition of independence.

    Architecture with water reflection

    Is This Solution Right for You?

    Ideal For

    • •International investors seeking Swiss exposure
    • •Those relocating to Switzerland
    • •Investors valuing stability and quality
    • •Portfolio values from CHF 1M+

    Investment Range

    CHF 1M

    Typical minimum to maximize benefits

    Time Horizon

    5+ years

    Recommended investment period

    Expected Outcome

    Access to Swiss market opportunities with local expertise and currency diversification

    Want to invest in one of the world's most stable economies?

    Switzerland offers unique investment opportunities backed by political stability, strong institutions, and world-class companies:

    • Swiss blue-chip equities
    • Swiss real estate access
    • Swiss Franc currency benefits
    • Local market intelligence
    Louis Fauchier-Magnan
    "Switzerland offers unique investment opportunities supported by political stability, solid institutions, and world-class companies."

    Louis Fauchier-Magnan

    Equity Partner and Head of Romandie

    Why Choose Our Approach

    What sets our solution apart in the market

    200+ Years Local Presence

    Founded in Geneva in 1819, we have unparalleled Swiss market knowledge

    Exclusive Access

    Swiss real estate and private deals not available to foreign investors directly

    Currency Expertise

    Navigate CHF dynamics and optimize multi-currency portfolios

    What's Included

    Every wealth management mandate includes these comprehensive services

    Portfolio Management

    Active management of your investment portfolio with regular rebalancing

    Wealth Planning

    Comprehensive financial planning tailored to your life goals

    Tax Optimization

    Strategic tax planning to maximize your wealth preservation

    Estate & Succession Planning

    Secure wealth transfer to future generations

    Retirement Planning

    Pillar optimization and pension strategy

    Dedicated Relationship Manager

    Personal advisor available for consultations

    Laurence Fogal
    Pascal Meilland
    Lead advisor

    Your Dedicated Advisory Team

    Get personalized guidance from our experienced wealth advisors who understand your unique needs.

    Ready to discuss your goals?

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    How We Work

    At your service, a specialized team and cutting-edge digital tools

    Relationship Manager

    Your primary contact for all banking needs

    Wealth Planner

    Expert in wealth planning and advice

    Portfolio Manager

    Investment specialist managing your assets

    Investment Advisor

    Provides tailored investment recommendations

    700+ Professionals

    Our Group at your service, in Switzerland and beyond

    Whether you're in high-growth mode or planning your exit strategy, our specialized solutions can help secure your personal legacy and fuel business success.