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Gestion de fortune

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] (email) téléphone

Cercle vertueux gestion de fortune

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

Relation bancarie Swiss financial partners

As a direct client of a bank

  • High fees
  • Limited services
  • Restricted investment universe
  • Standardized asset management
  • High turnover rate of advisors