Personal Finance & Wealth Management
Personal Finance & Wealth Management focuses on Swiss and cross-border clients. We understand Personal Finance & Wealth Management as a holistic financial consulting approach, supporting banks and other financial service providers in the following areas, among others:
- Achieving added value for clients in wealth management by offering a holistic consulting approach covering wealth management, financial planning, tax, estate, real estate as well as retirement planning.
- Integrating compliance topics and regulatory requirements into the wealth management advisory process and training employees
- Increased efficiency and effectiveness in the advisory process and support through best practice tools
- Risk profiling of private investment clients. We offer banks and other financial service providers support in reviewing their current risk profiling tools and help to ensure that risk profiles are reliably recorded.