Your Independent Financial Advisor in Geneva
Guiding Geneva’s expats, frontaliers, and international professionals through the complexities of Swiss finance.
Independent & Regulated Advice
Specialists in Expat Finance
5-Star Client Reviews
Need A Financial Advisor in Geneva? We Help You Navigate The Financial Landscape of the Geneva Canton?
Moving to and living in Switzerland presents unique financial opportunities and challenges.
At Private Client Consultancy, we transform complexity into clarity.
A Complex Swiss Pension System?
We provide clear, actionable advice on the Three-Pillar system, helping you optimise your Pillar 2 (BVG) and tax-deductible Pillar 3a contributions for a secure retirement.
Cross-Border Tax Headaches?
Our advisors specialise in international tax mitigation. We ensure your financial plan is efficient across Switzerland and your home country, navigating double-taxation treaties and wealth tax rules.
An Uncertain Financial Future?
Gain peace of mind with a holistic financial plan.
We cover everything from your global investments to Swiss inheritance law, creating a single, robust strategy for your family.
Complex Frontalier Tax Status?
We specialise in cross-border financial planning, helping you navigate French/Swiss tax agreements to optimise your income and social security.
Unique UN/NGO Pension Schemes?
We have experience advising staff of international organisations, ensuring your unique pension and benefits are fully integrated into your global financial plan.
Our Financial Advisors in Genva Are Problem Solvers
Our advisors are not just planners, they’re problem-solvers.
With decades of combined experience working with expatriates, we understand the challenges you face in Switzerland
From interpreting double taxation treaties to structuring international assets efficiently, we provide holistic strategies with your best interests at heart.
Our advice is tailored to the specific needs of expatriates living and working in Geneva.
Understanding the Value of Financial Advice in Geneva
We believe professional financial advice should be clear, fair, and accessible. You may be asking, “What does it cost?” and more importantly, “Is it worth it?“
The greatest value of expert financial advice isn’t just about growing your assets, it’s about protecting your future, helping you avoid significant tax penalties, preventing costly investment mistakes, and structuring your wealth to benefit you and your family for decades to come.
At Private Client Consultancy, we operate with a clear and transparent fee structure, which we will explain fully before any commitment is made.Â
Your first step is always complimentary. Your first no-obligation consultation is a chance for us to listen to your goals and show you the tangible value we can provide.
It’s an opportunity to get your questions answered and decide if we are the right fit for you.
The Clarity and Confidence You Deserve From A Financial Advisor In Geneva
Truly Independent Advice - Based in Switzerland
Unlike banks or insurance agents, we are not tied to any single provider. Our only goal is to find the best solution for you, offering impartial advice on the entire market.
A Holistic, Personalised Approach
We look at your entire financial picture, from Geneva to your home country, to build a single, cohesive strategy that aligns with your life goals.
We're Specialists in Expat Finance
We live and breathe the challenges and opportunities that expats face in Switzerland. We understand the system so you don’t have to.
The Private Client Consultancy Promise
We believe in the importance of values and delivering what we believe in.
At Private Client Consultancy, we stand for unparalleled competence, unwavering credibility, and exceptional capability in all our services.
Our mission is to provide you with trustworthy, personalised wealth management services and financial advice in geneva.
With a commitment to excellence, we ensure that every aspect of your financial journey is managed with the utmost care and professionalism, assisting you to achieve your financial goals with confidence.
One Goal. One Purpose. Wealth Management with Peace of Mind.
Your Guide to Swiss Finance
Your Questions Answered
Do you specialise in advising frontaliers?
Yes.
Many of our clients live in France and work in Geneva.
We are experts in the specific tax treaties, pension rules, and wealth management strategies for cross-border commuters.
How does tax in the Canton of Geneva differ?
While federal tax is consistent, each canton has its own rules for income, wealth, and inheritance tax.
We provide advice tailored specifically to the Geneva tax system to ensure you are as tax-efficient as possible.
I work for the UN/an NGO. Can you help with my specific pension fund (e.g., UNJSPF)?
Absolutely.
We have experience helping employees of international organisations plan for their future, integrating their specific pension schemes and benefits into a comprehensive global wealth strategy.
I have pensions and assets outside of Switzerland. Can you help?
Absolutely. This is our specialty.
We build holistic plans that incorporate your entire global financial footprint, ensuring all your assets are working together efficiently.
Do You Require A Financial Advisor in Geneva?
Take the first step towards financial clarity.
Our initial consultation is complimentary, confidential, and without obligation.
Let’s discuss your goals today.