Who Are We
SwissGlobal Private Wealth is a financial services company incorporated in Switzerland and serving clients globally.
Our mission is to serve institutions and private individuals to meet the objectives of capital preservation and wealth management by providing tailored solutions, unbiased advice and portfolio management expertise.
We follow our client’s preferences and financial goals, to develop and execute financial solutions and investment mandates tailored to meet their individual needs.
Incorporated in the heart of Switzerland, SwissGlobal Private Wealth stands as a beacon of financial wisdom and stability.
Our Core Values
Trust &
Integrity
At the heart of SwissGlobal is our unwavering commitment to trust and integrity. We foster transparent relationships, ensuring that our clients feel secure and respected in every interaction.
Putting
Clients First
Our clients' needs and goals drive our actions. SwissGlobal is dedicated to delivering personalized services that prioritize your financial
success and well-being above all else.
Transparency & Ethical Practices
We operate with complete transparency and adhere to the highest ethical standards. Our clients are always informed and empowered to make the best decisions for their wealth.
Swiss Precision and Global Thinking
SwissGlobal combines meticulous Swiss precision with a global perspective. We provide finely-tuned financial strategies that capitalize on opportunities worldwide, tailored to meet your unique objectives.
What We Do?
We are connected to the traditional Swiss Private Banking.
The personal trust between the customer and us forms the basis of the relationship.
Discretionary Mandates
With a discretionary mandate, our clients task us with managing their portfolio and according to their personal preferences and risk appetite.
Portfolio Health Check
An independent and discerning assessment of your investment portfolio is particularly important in times of great economic uncertainty.
Frequently Asked Questions
Your Guide to SwissGlobal Services and Support
SwissGlobal specializes in Portfolio Management and Wealth Management, tailoring our services to meet the unique financial goals of our clients. Our expertise includes crafting personalized investment strategies and comprehensive wealth preservation plans.
Our client base primarily consists of businessmen and senior executives from multinational companies, with a global footprint. We cater to individuals seeking sophisticated financial management and advisory services.
Our foundation is built on Trust & Integrity, with a steadfast commitment to putting our Clients First. We emphasize Transparency & Ethical Practices in all our dealings, guided by Swiss Precision and Global Thinking.
We maintain close communication through emails, social media, and personal meetings, ensuring our clients are well-informed and engaged with their financial strategies.
SwissGlobal stands out through our Independent Financial Planning, offering a ‘Whole of Market’ service. As a one-stop-shop for wealth management, we focus on providing tailor-made solutions, particularly specializing in assisting immigrant families with their financial planning needs.
While specific details on future plans are curated for strategic reasons, SwissGlobal is continually looking to expand our offerings and reach to meet the evolving needs of our clients globally. Stay tuned for updates on new services and markets.
As a global entity, we navigate various market dynamics and regulatory environments. However, our commitment to delivering exceptional service remains unwavering, as we adapt and innovate to overcome these challenges.
Advantages for Our Clients
Why Choose SwissGlobal: Your Partner in Independent Wealth Management
SwissGlobal values its independence, ensuring we’re not confined to specific bank-owned financial products. Our team expertly navigates a broad spectrum of investment options.
Our clients enjoy unparalleled flexibility in choosing banking partners. SwissGlobal’s approach is centered around finding the financial institution that best meets your individual requirements, ensuring a personalized banking experience.
We value long-term, cooperative relationships with our clients, ensuring you receive consistent and familiar advisory services. At SwissGlobal, you won’t experience the disruption of frequently changing advisors.
Our advisory services are founded on the principle of unbiased advice. Without any allegiance to specific financial products or institutions, we guarantee that our recommendations are always in your best interest.
SwissGlobal clients benefit from our strong relationships with banks, gaining access to highly attractive preferential banking conditions. These exclusive benefits are part of our commitment to providing you with exceptional value.
SwissGlobal Private Wealth AG has been authorised by FINMA in accordance with Art.17 FinIA to provide Asset Management Services and is supervised by the supervisory organisation FINcontrol Suisse AG.
Contact Us
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