4. “Seeking a bespoke
service to match your
needs should be your
prime consideration
and is one that we can
deliver.”
5. | 3www.swissglobalconsulting.com
Swiss Global Consulting are international independent financial advisers providing unbiased advice
and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first
choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for
our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest
financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Consulting are multi-faceted international independent financial advisers.
We are Swiss registered and FINMA regulated. Our foundations firmly grounded in Swiss regulations and law. We possess a
wealth of experience in the Swiss Pension System, International Pensions, Investments, Tax and Trusts, and our advisers lend
key financial advice to both local and international professionals in Switzerland. We have built secure relationships with some
of the largest financial institutions in the world; our due diligence and procedures are of the highest level.
As independent advisers, no Bank or Investment Company influences us on the solutions we offer. We are a ‘one stop shop’.
This provides added value for our clients and a truly unbiased approach in creating tailored financial solutions.
SWISS GLOBAL CONSULTING
Building Futures Together
6. Who we are
Swiss Global Consulting are international independent financial advisers providing unbiased advice
and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first
choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for
our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest
financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
WHAT WE DO
Bespoke Personal Financial Planning and Advice
We ensure that international professionals optimise not just their taxable benefits but also maximise their
investment benefits whilst working in Switzerland.
Swiss Global Consulting offers a range of solutions to help protect assets, build and monitor strong sustainable returns
over time. Our tailored advice and constant search to strive for excellence ensures we remain the company of choice for
international professionals.
As Switzerland’s leading international adviser, we offer a unique service to an ever-expanding international community.
Swiss Global Consulting is a leading brand and the adviser of choice for discerning investors.
7. | 5www.swissglobalconsulting.com
SERVICES
INVESTMENTS
• Individual Financial Planning
• Education Fee Planning
• Regular Savings
• Lump Sum Investments / Portfolio
Management
• Asset Transfer (Share Schemes & Stock
Options)
TAX & TRUST
• International Wealth Protection
• Inheritance Tax Planning
• Swiss and International Tax Optimisation
• Investment and Treasury Services
PENSIONS
• Retirement Planning
• Swiss Pension Advice including:
o 1st, 2nd, and 3rd Pillar
o Vested Benefit Account
• International Pension Advice including:
o UK Pension Transfer – QROPS, SIPPS
o Qualifying International Pensions for
US Citizens
• Corporate Pensions
8. Our vision is to provide forward thinking strategic planning that enables our clients to achieve their financial
goals whilst protecting their loved ones.
Our management team has an enviable wealth of experience, lending key financial advice to both individuals on a local
and expatriate contract basis in Switzerland. We are not an international financial services company trading in Switzerland,
but a Swiss recognised financial services company, dealing with international professionals.
We believe in utilising the most robust systems for delivering tax savings, protection and value, this may be as simple as
advising on the tax efficiency of a domestic pension system or as complex as creating a multi-jurisdictional foundation to
protect family wealth for future generations.
Understanding your financial position is key to the quality of service we provide, assessing your attitude to risk, liquidity
requirements and your overall objectives.
WHO WE ARE
We Care. We Deliver Solutions For Your Future. Qualified, Experienced And Finma Regulated.
10. Who we are
Swiss Global Consulting are international independent financial advisers providing unbiased advice
and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first
choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for
our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest
financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Consulting provides an array of in-house support to enable you to stay on top of your finances
and keep track of the latest developments.
To fully understand your financial goals and aspirations, we listen. We will discuss and understand your attitude to investing
as well as the time frames involved so we can determine how we can offer best advice and add value.
We will prepare our advice, which will be a written report detailing our recommendations, the core services we offer, the
investment structures, security, investor protection, costs and how we build a longstanding relationship with our clients.
CONFIDENTIALITY
Swiss Global Consulting respects that the privacy of your personal information is important to you. We operate under strict
confidentiality agreements and under Swiss data protection laws.
LEADING THE WAY
In International and Domestic Legal Advice
12. Who we are
Swiss Global Consulting are international independent financial advisers providing unbiased advice
and solutions to Private Clients.
We are Switzerland’s leading independent financial advisers and our expertise in international financial planning has made us the first
choice for discerning clients.
As independent advisers, no Bank, Life or Investment Company influences us on the solutions we offer. This provides added value for
our clients and a truly unbiased approach in creating tailored financial solutions.
We are a Swiss company, regulated in Switzerland by ARIF under FINMA directives. Since we have terms with some of the largest
financial institutions in the world, our due diligence and procedures have to be of the very highest level.
With over 100 years of collective experience in the Pensions and Investment fields we are here to build futures together.
Swiss Global Trustees is an independent, Geneva based professional Trustee, with access to over 100
jurisdictions globally.
Our focus is identifying current and future needs of individuals and selecting an appropriate Director led service team
to meet the customers’ requirements and expectations. Working as a team with our customers, their families and their
advisors enables us to provide robust and applicable structures to suit their individual needs.
Our worldwide client base is private and public corporates including multinational and asset managers, high net worth
individuals and families.
We pride ourselves on our concrete working relationships with leading law firms, banks and accountancy firms ensuring
that our highly qualified staff have the expertise to provide an efficient and professional service to our clients and advisors.
SWISS GLOBAL TRUSTEES
A Different Perspective
WWW.SWISSGLOBALTRUSTEES.COM
