SWISSENTIAL

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Swissential SA is a thirty people strong company, located in Nyon (canton of Vaud).

Our Team

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About Us

Historically, we used to provide our services “Face to Face”, which primarily restricted our consultants to the French-Speaking part of Switzerland. For several years now, with have been using our “Online Client Portal” and the latest “Online Meeting Technology” to provide our services “online”. This way, no more time wasted in transport – our Swiss qualified advisers spend their time where it is the most valued – providing you a service.

Now, it is not always easy to define a person or a business in one sentence. This said, we understand you, as a consumer want to quickly understand who we are.

We are a Financial Planning led Investment Management Business:

  1. We help you set your Financial Goals

  2. We asset your current path

  3. We build a tailored plan to achieve your goals

  4. We implement the plan

  5. We keep you on track / We service the plan

Our aim is to bring “Holistic Swiss Financial Planning Services” to a wide range of “International Professionals” (foreigners established in Switzerland since a month to twenty years) in order to help them achieve their Financial Goals and make the most of their life in Switzerland.

We understand the specific concerns of international professionals who are uncertain about their future. Swissential SA has partnered with major retail banks, insurance companies, tax advisors, legal firms, fund houses and private banks in order to offer our clients the flexibility they require.

We understand your specific wants and concern. Our Service offering is primarily geared towards International Professionals:

  • Having their Tax-residency in Switzerland (whether you just arrived or have been here for 20 years)

  • Who have left Switzerland but still have a pension in the country

We specialize in helping what is called the “Mass Affluent Markets”: People who are working, saving money on an ongoing bases but do not necessary know how to use those savings / resources in the most efficient way to achieve their targets.

As Qualified Financial Planners, our job is to help you:

  1. Understand what your Financial Goals are?

  2. Explain to you the options available, as well as their pros and cons

  3. Implement the right strategy to achieve your targets

  4. Monitoring your progress and making necessary adjustment when required

As a client, you have access to “Our Online Client Portal” with easy to use documents needed in your day to day financial life in Switzerland; you also benefit from a multitude of tips and advice we would be able to provide you to guide you through the Swiss System, its opportunities and pitfalls.