BANKING –
INVESTMENT

Swissfinance’s neutrality enables us to orientate our clients towards the banks or financial institutions that suit their profile best.
Our outstanding relationships with our partners help us to serve our clients in the best possible way by negotiating for them the most advantageous conditions.

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ACCOUNTS OPENING

Current account, savings account, kids account, credit card:
Swissfinance analyses the different offers and assist its clients in setting up their accounts.
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LOANS

We evaluate loan demands and direct them towards the best financial institutions. Our goal is to bring expected financing at the best conditions.
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3A ACCOUNTS

Tax savings, retirement, ownership, collateral security, amortisation: the third pillar is a must-have nowadays in Switzerland.
Swissfinance compares and selects the best solutions among the top banking institutions.
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INVESTMENT - ASSETS MANAGEMENT

Depending on the clients’ financial situation, income, risk profile and personal ambitions, Swissfinance selects a first class manager to enable clients to quickly and efficiently reach their goals.
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MORTGAGE

Swissfinance compares the different financial institutions in order to obtain in a timely manner the adequate mortgage for its clients’ projects.