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We are a Financial Planning led Investment Management Business

At Swissential SA, we have one simple mission: To empower you to ask the important questions and make the right decisions. We specialise in helping you understand the rights, entitlements and opportunities unique to Switzerland.

Being based in Switzerland is a unique opportunity to achieve your objectives, goals and ambitions. Our role is to support you to achieve these milestones by ensuring that you understand the tools that are available and helping you implement them strategically and effectively.

Our team of Swiss Specialists offer advice in English, French, Italian, Spanish, Portuguese, Polish

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We provide financial consulting services

Once we have helped you make sure the foundations are in place, our Consultants will assist with other areas of financial planning, including Portfolio Management, Investment Advice or International Pension Management. It is important for individuals or families that have accumulated assets, whether domestically or aboard, to be correctly informed of the options available to protect their savings, mitigate taxes and achieve growth over the mid to long term.

  • Financial planning
  • 3 pillar Swiss pension planning
  • Regular Savings & investment consulting
  • International pension planning
  • Portfolio management services
  • Referral services

But why do we do this?

We believe that everyone should have access to high quality financial advice to empower better financial decision making.

Our aim is to bring Holistic Swiss Financial Planning Services to a wide range of International Professionals like you, whether you have been in the country for a year or decades, to help you achieve you Financial Goals and make the most of your life in Switzerland.

What's in it for us?

As a Company we either charge fees to our clients directly (example: Pension Management, Mortgage Brokering), or receive commissions by financial institutions (example: Life Insurance, Health Insurance, Third Pillar Regular Savings), but ultimately, we earn our living from providing a service and added-value to you.

Our Partners

QB Partners logo
PSG logo
PA logo
Praemium logo
PAS logo
One Solution logo
Moore logo
Momentum logo
BNY Mellon logo
Lombard logo
Liechtenstein life logo
Julius Bar logo
IVCM logo
Hartley logo
epotek logo
dominion logo
dextra logo
CreditSuisse logo
Baloise logo
Allianz Partners logo
1291 Group logo
100 Rhone Avocats logo
WH Ireland logo
utmost logo
Trireme logo
TAM logo logo
RL360 logo
Rathbones logo
Quilter logo

Unsure where to start?

Let's figure it out

Navigating the Swiss financial system can be tricky, but that’s what we’re here for! Kindly submit your contact information and we’ll get back to you.

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