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Your wealth. Your story.

Do a Wealth Check

Thanks to early clarification of your pension situation and long-term planning for retirement, you can prepare for your retirement in a targeted manner.

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You are at center stage

Our financial planning focuses on your personal needs, life goals, and expectations.

Scenarios for your future

Tailored to your needs and goals, we analyze your current financial situation and present various future scenarios.

You decide, we plan

Take control of your future standard of living by preparing early. As globally active financial experts, we look after your assets actively and with foresight.

1. Carry out an asset and pension check

2. Request guidance

3. Enjoy prosperity

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Wealth-Check

The next chapter of your asset management starts with a check!

Insights

30.10.2025 CET | Insights | Wealth & Pension Planning | Vorsorge

Managing your wealth in the event of illness, accident or incapacity

Bettina Rösch

Many people place great importance on knowing that their assets are in safe hands. But what would happen if you were no longer able to make important decisions or give instructions?

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04.08.2025 CEST | Insights | Wealth & Pension | Wealth & Pension Planning

Your vacation home abroad: tax law and estate planning

Florian Wegmann

For many people, a vacation home is much more than just a place to escape to. It is a refuge full of memories that often holds great significance across generations. This makes it even more important to familiarize yourself with the applicable tax and inheritance regulations and take them into account when planning your finances and estate.

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10.06.2025 CEST | Insights | Pension fund | Wealth & Pension Planning

Pillar 3a: actively managed for attractive retirement planning

Michael Eugster

Using the third pillar to save for retirement is considered a tried-and-tested practice in Switzerland. In addition to tax optimization and the new option of additional contributions, there’s another advantage: you can invest your 3a funds according to your preferences.

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