Personalised Wealth and Financial Advice in Switzerland for Expats and Residents
Whether you’re a new arrival, a long-term resident, or planning your move to Switzerland, having access to reliable, tailored financial advice is crucial. At Private Client Consultancy, we help you manage, protect, and grow your wealth with expert insight and personalised service.
Choosing the right financial advisor can save you time, money, and future uncertainty. In Switzerland—a country known for both opportunity and complexity in tax and finance—it’s essential to have experienced professionals guiding your financial decisions.
Our advisors understand the cross-border challenges faced by British, European and international expats living in Switzerland. From wealth preservation and tax optimisation to strategic investment planning, we help you structure your finances to match your goals.
Whether you require a complete financial plan or guidance on specific areas like retirement or inheritance, our role is to help you move forward with confidence and clarity.
Moving to or living in Switzerland comes with significant financial considerations—from adapting to the three-tier pension system and cantonal tax differences to navigating international regulations and asset declarations.
Our financial advisors specialise in helping expats integrate into the Swiss financial system while maximising tax efficiency and aligning with long-term goals. We’ll explain your options in plain English, identify the opportunities available to you, and help you avoid costly mistakes often made when managing finances across borders.
We guide clients through Swiss inheritance law and cross-border succession planning, helping minimise tax burdens and ensure your wealth is passed on as intended.
We can also assist with will structuring, estate planning, and navigating international probate.
Switzerland’s retirement system is unlike that of the UK or other EU countries. We help you understand and integrate the Swiss Pillar 1, 2, and 3 system into your personal retirement plan.
Whether you’re contributing locally or transferring a pension (such as a QROPS), we ensure your strategy supports your future lifestyle.
Our investment advice is built around your unique situation. From Swiss-regulated products to international investment options, we ensure proper diversification, risk management, and tax-efficient structures for your wealth.
We are especially experienced in helping expats navigate dual-residency investment rules.
Protecting your assets and your loved ones is a crucial component of long-term planning.
We offer bespoke insurance and protection advice, including life insurance, critical illness cover, and income protection—all tailored to the Swiss legal and tax environment.
We assist our clients throughout their entire investment journey to help them achieve their financial goals and financially protect their loved ones and their futures.
Still unsure about which service you require? Get in touch with one of our financial advisor in Switzerland today.
Our Wealth Managers and Financial Advisors are professionally qualified to at least Level 4 as recognised by the UK’s Financial Conduct Authority (FCA).
They also have in-depth knowledge of Switzerland’s regulatory and fiscal landscape, with many having personal experience as expatriates themselves.
From our office in Zurich and with team members across Switzerland and Europe, we bring both global insight and local understanding to every consultation.
Working alongside our in-house technical and compliance specialists, we design personalised, fully compliant financial solutions to give you peace of mind and long-term confidence.
We offer a comprehensive suite of services, each designed to fit your individual goals, life stage, and residency status.
Contact us today to arrange a consultation with one of our Wealth Advisors and discover what Private Client Consultancy Switzerland can do for you.
Our Switzerland office is based in Zurich, and our advisors are available across all major cantons—including Geneva, Vaud, Zug, and Ticino—to assist with any of the following and more:
We also provide Insurance for your peace of mind.
You can find out more information about this and apply for a quotation by visiting the following website:
Private Client Consultancy Insurance
Clarity on Swiss tax residency and reporting obligations
Guidance on cantonal vs federal tax variations
Swiss pension (Pillar 1/2/3) integration and optimisation
UK pension transfer advice (QROPS, SIPP, etc.)
Estate and succession planning under Swiss and international law
Structuring of global investments with Swiss compliance
Advice on wealth declarations and CRS compliance
Insurance planning tailored to Swiss residents
Bilingual service (EN/FR/DE) for maximum clarity
Discover our latest publications covering topics that matter to international clients in Switzerland—from changes in global tax law to investment trends and inheritance planning.
We aim to share meaningful insights, practical tips, and expert analysis that help our clients make informed decisions and build a better financial future.
For further information about wealth and financial advice in Switzerland, please contact our Zurich office or complete the enquiry form on this page.
We look forward to helping you plan with purpose.
Get notified about new articles, latest changes and much more
