SWISSFINANCE, YOUR CENTRE OF EXCELLENCE
The range of financial services offered to our private clients aims at three principal targets:
· In depth study of their financial situation
· Support of their projects by guarantying first class services
· Centralization and management of their wealth to offer regular follow-up
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.
Registered with FINMA as an independent insurance intermediary, we represent our clients’ interests and bring them an added-value.
Swissfinance compares offers from the entire market, then negotiates them directly for the clients.
Swissfinance also gives the opportunity to centralise existing policies which makes it easier to monitor, assess and adapt the whole portfolio.
Clients’ take advantage of the firm’s independency to save up and optimise their cover.
In Switzerland or in neighbouring countries, Swissfinance operates principally in buying, selling, renting and financing of properties.
Thanks to our network we can efficiently link buyers, sellers, owners and tenants.
Swissfinance enhances all the ingredients leading to a real estate project.
Swissfinance acts as fiduciary for its private clients.
We prepare and edit tax returns, calculate potential tax savings, and take into account every criteria impacting our clients’ fiscal optimisation.
With strong experience, our experts provide their savoir-faire in order to add a real value to every client.
In addition to the financial services offered by Swissfinance, we offer our clients complete and high quality administrative services capable of taking care of any specific request.
Our clients’ situation evolves, it’s therefore important for Swissfinance to be able to bring them a professional support and a continuous follow up.
Our administrative department, our accountants, legal advisers and lawyers are available to our clients.
We have a solution for your business