Wealth management
Swiss Financial Partners SA manages your financial assets in accordance with the strict rules laid down by FINMA. It will guide you in choosing your investments in order to achieve your financial goals.
Swiss Financial Partners SA works with leading Swiss banks offering excellent pricing conditions and impeccable quality of service.
- Portfolio management
- Investment advice
- Consolidated reporting and asset monitoring
- Open architecture
- Transparency
- Risk optimization
Contact us info [at] sfpartners.ch (email) téléphone
Through Swiss Financial Partners SA
- Fees are negotiated with our partners
- Tailor-made services and monitoring
- Diversified and unlimited investment solutions
- Active and dynamic asset management
- Customer loyalty
As a direct client of a bank
- High fees
- Limited services
- Restricted investment universe
- Standardized asset management
- High turnover rate of advisors