One Goal. One Purpose.
We secure your financial goals with expert wealth management services tailored for expatriates and locals in Switzerland, Europe and the USA.
We believe in values and delivering on them.
At Private Client Consultancy Wealth Switzerland, we stand for unmatched expertise, unshakable trust, and tailored financial strategies rooted in professionalism.
Our mission is to provide expatriates and Swiss residents with clear, personalised financial advice aligned with the complex cross-border realities of living in Switzerland.
From wealth preservation to international pensions and tax-efficient investments, we manage every step of your financial journey with care and precision, so you can plan for tomorrow with confidence.
One Goal. One Purpose. Wealth Management with Peace of Mind.
Our services have been designed to meet the needs of internationally mobile individuals living in or relocating to Switzerland.
Whether you’re preparing for retirement, securing your children’s education, or structuring your wealth, we can help.
We specialise in supporting expats in Switzerland, as well as those living in Germany, France, and across Europe.
Whether your goals are personal or family-focused, our Swiss-based advisers provide smart, compliant, and effective financial solutions.
At Private Client Consultancy Switzerland, we know that exceptional service starts with exceptional people.
From the outset, we’ve built our team around international financial experts who combine local insight with global experience.
We are proud to offer wealth planning tailored to the specific needs of those living in Swiss cantons or navigating the region’s cross-border regulations and tax systems.
Our advisers understand the regulatory environment in Switzerland and neighbouring EU countries, offering solutions that are fully compliant and client-focused.
Whether you’re British, American, European or Swiss, we take the time to understand your specific residency, tax and family situation to deliver personalised advice.
Transparency and integrity are at the heart of our advisory process. We only succeed when our clients do, and that means empowering you with honest guidance and clear strategies.
At Private Client Consultancy, we help you do more than just manage your money.
We help you create the life you want, with clarity and peace of mind.
When putting this company together, the one thing I wanted to achieve more than anything else was to have the right people on the bus and not compromise one iota on the standard of those people. I knew that if I could get that right, the standard and quality of advice and service we could give to our clients would be phenomenal.
At Private Client Consultancy, we believe in the importance of values and delivering what we believe in. Values... more importantly, core values—those should never change. Above all else, these values boil down to helping people to do the right thing with their money.”
We collaborate with industry-leading providers to deliver superior financial planning services for expatriates and residents in Switzerland.
Our partners are carefully chosen for their innovation, strength, and client service standards, because your future deserves nothing less.
Don’t wait to secure your financial future. At Private Client Consultancy Switzerland, we make wealth management seamless, helping you take the right steps for the life you want.
Whether you’re in Zurich, Geneva, Basel, or anywhere in the DACH region, our expert team is here to help.
Join us at our next financial planning seminar or expat event in Switzerland.
We host regular talks and workshops on tax optimisation, cross-border pensions, and investment planning.
Discover our latest articles, designed to help expatriates and globally mobile professionals stay informed about wealth trends, tax updates, and smart planning ideas.
From Swiss pension reform to QROPS/ISA strategies for UK nationals, our articles offer guidance you can trust.
