20 Years in Nyon: Expanding our expertise in holistic Wealth Planning

On the occasion of our 20th anniversary in Nyon, we are pleased to mark a new milestone in the development of our expertise in comprehensive wealth planning.

At the beginning of the year, we welcomed Renata Pospisil to our team as an International Wealth Planner. Her arrival represents a significant step forward in strengthening our capabilities in comprehensive wealth planning, a field that has become central to supporting our clients.

Smiling woman in black sweater
Team of professionals posing around a table.

Having initially structured our services around Swiss-specific topics such as taxation, supplementary occupational pensions, vested benefit accounts, and retirement financial planning, we are now able to offer an even more complete and in-depth approach.Our services now extend to estate planning and support for cross-border situations, taking into account the legal and tax frameworks specific to each jurisdiction.

Our approach encompasses all aspects of wealth: family structure, places of residence, taxation, wealth transfer, retirement, pensions, and investments. This comprehensive view allows us to design tailor-made, coherent, and tax-efficient solutions that are perfectly suited to the needs of families, many of whom have international profiles.

Finally, our close collaboration with other Wealth Planners within the Group will enable us to create synergies, share best practices, and continually and collectively enrich the support we provide.