About Us

One of the Switzerland’s leading independent financial boutiques, we know how to make your assets work.

We offer a bespoke programme dedicated to making your money work best for you, now and in the future.

 

Who We Are?

HFM Suisse Wealth Management AG is an independent firm with incomparable access to the world’s leading product providers and funds. Whoever you are, and whatever you’re looking to do – buy a house, complete a tax return, protect against risk, extend the kitchen, plan for retirement, or buy a plane – we can help anyone to find the absolute best deal.
We can do this because not only do we have unparalleled relationships with some of the world’s top asset managers, tax consultants, pensions advisers and trust experts, but we also take the time to get to know you. We find out what your needs are now, and what they are likely to be in the future and advise you on the best possible steps. Whatever your circumstances, we can help.

 

Our Mission

We are dedicated to making your money work hard for you. We understand everyone’s situation is unique, and we believe in offering a comprehensive, detailed financial planning service that takes in every aspect of your circumstances. That way, we can maximise your financial standing, whatever your situation.

 

Our Commitment To You

Wherever you are in the world, or in your career, we take the time to find out how to make the best of your money – now, and in the future.
As an expat you want to know that you’re making the right decisions when it comes to your savings, investments, planning for retirement, and even when it comes to buying a house.
By making your money work hard, we give you the freedom to enjoy your life, wherever you are in your life – or the world.

 

What We Do

We have the widest mandate of financial services of any financial intermediary. Our team of international experts and relationships with many of the leading asset managers, pension specialists and tax experts mean we can advise you on a broader range of topics than any other consultancy, including:

  • Savings and investments
  • Protection planning
  • Retirement planning
  • Property purchasing
  • QROPS
  • Tax advice and succession planning

Your financial portfolio can be more profitable and secure with us.

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Disclaimer

The information on this site is intended only for the use of Independent Financial Advisors (IFAs) and other professionally recognised financial intermediaries. Whilst the information available on this site may be used by IFAs to make recommendations to their clients, it is not intended for direct use by members of the public. Should you proceed to access this site, you will be representing and warranting that you are an IFA or other professionally recognised financial intermediary.

What follows is not an offer or invitation to acquire an investment and should therefore not be relied upon by, any person in any jurisdiction where such an offer or invitation would be unlawful. Persons in respect of whom such prohibitions apply must not access this web site.

None of the information contained on this site constitutes personal recommendations nor advice. Product details should always be read in conjunction with the appropriate brochure and Offering Documents.

An application for any of the investment products on this page should be made having fully read not only the relevant application form, but also the relevant terms and conditions and offering documents.

If you are unsure about the meaning of any information provided on this web page, then please consult your financial or other professional adviser. We do not offer investment advice.

This web site may contain or be linked to advice or statements of third parties. We make no representation as to the accuracy, completeness, timeliness or suitability of such information, and we have not and will not review or update such information and caution you that any use made of such information is at your own risk. Some of the information contained on this web site may also have been prepared or provided by third parties and may not have been verified by us. We hereby exclude any liability arising out of any preparation or provision of such information for the web site and makes no warranty as to the accuracy, suitability or completeness of any such information

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