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Financial advisors, consultants and services in Switzerland

Financial advisors, consultants and services in Switzerland

Financial advisors, consultants and services in Switzerland

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 consultants who offer internationals a number of financial products and services - from pension / retirement planning to wealth / asset management and from investment solutions to financial and tax advice.

  • Beacon Global Advisors

    Beacon Global Advisors helps educate and advise US Expats and US connected individuals throughout the world on efficient investment practices, and provides financial advisory services aimed at helping to navigate the complexities of US portfolio management while abroad

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  • Bucher Tax

    Bucher Tax AG - your partner for national and international tax law issues. We provide comprehensive and competent support to companies and private individuals in national and international tax matters. Our experience and competence guarantee an optimal solution tailored to your needs. Specialising in tax planning, tax returns and succession planning.

  • 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 allows us to recommend the best investment solutions to our client’s individual situation. We deal with providers and local authorities on your behalf. Giving you peace of mind.

  • Key Investment

    Key Investment understands the complexity of the insurance, banking, tax systems and real estate in Switzerland. We assist non-Swiss professionals living in Switzerland whose financial future and security depend on understanding them. Our service and know-how includes a complete spectrum of services and sound advice that is beneficial to you.

  • White Lighthouse

    We provide fee-only investment management and financial planning services to individuals and families around the world. We serve overseas Americans, especially in Switzerland, non-Americans living in the US, families with multiple nationalities and clients who require a global perspective.