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 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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  • 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 families. We offer cross-border multi-family office services as well as portfolio management suited to our clients’ long-term objectives. Contact us at ease for an open conversation with one of our relationship managers.

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  • Exiu is a professional Tax and Financial Advisory service firm that provides advice and support to clients on Swiss tax-related matters. We help clients minimize tax liability, plan for tax-efficiency, and ensure compliance with Swiss tax obligations. Our services include tax planning, tax preparation, tax dispute resolution, and representation in tax audits and appeals.

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  • AZFH operates in Geneva and offers a range of services such as company setup, registered office, Swiss director nominee, accounting, tax, and audit assistance. We have also expanded our services to include establishing onshore and offshore companies and various European countries. Comprising of a collaborative team of financial experts and accountants. 

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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.