Wealth Solutions & Investment Planning
Expert advice to build, manage, and grow your wealth through personalised investment strategies.
Wealth Solutions & Investment Planning
Effective wealth planning is a dynamic process that adapts over time to changes in personal circumstances and external factors. This evolving nature makes regular consultation with financial advisors essential to keep all aspects of your financial life aligned with your goals.
Wealth Solutions
We support you to maximize your wealth and plan your investments through understanding:
- Your financial situation, needs and goals.
- Expectations around Investment timing and duration (short term, medium or long term).
- Risk appetite (investment returns are linked to risk associated with them).
- Geographical preference (only in Switzerland, Europe or International).
- Tax situation / planning.
Key Considerations
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What are the best saving and wealth generations platforms (Bank, Insurance Company, Money market) available in Switzerland?
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Possible risk associated with different options.
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How can I secure my investment with the different hedging options available?
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Tax implications of income (Dividend, Interest and Capital gains) from wealth.
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What tax advantage saving options are available?