directory

Financial advisors in Switzerland

Published on Apr 24, 2025

Having a solid and long-term financial plan is essential for expats living in Switzerland, especially if they could be relocating in the future. It is therefore advisable to have a reliable financial advisor in addition to your tax advisor and mortgage provider.

Below is a list of expat-friendly financial advisors in Switzerland who offer internationals a number of financial products and services - from pension and retirement planning to wealth and asset management and from investment solutions to financial and tax advice.

5 results

Hoxton Wealth

Hoxton Wealth is an international financial advisory firm powered by award-winning wealthtech, where innovation meets expertise to secure your financi... show more

ISGAM

We are specialists in private wealth for international families and entrepreneurs and our goal is to be a lifelong guide to our clients and their fami... show more

Exiu

Exiu is a professional Tax and Financial Advisory service firm that provides advice and support to clients on Swiss tax-related matters. We help clien... show more

Bucher Tax

Bucher Tax AG - your partner for national and international tax law issues. We provide comprehensive and competent support to companies and private in... show more

Swiss Prime International

For independent advice look no further. We offer advice to Swiss locals and expatriates in Switzerland or those working globally. Being independent al... show more

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