directory

Financial advisors in Switzerland

Updated on Dec 17, 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.

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