Private, neutral and independent financial management company
Services and benefits
We provide you with all of our expertise and skills in the areas of asset management, financial consulting and general advice in order to try and help you achieve your financial objectives.
Our key benefit
Our key benefit is being able to offer you access to a virtually unlimited range of products and financial solutions which are always geared to your individual circumstances. Our status as a private, neutral and independent company means that we are able to offer you tailor-made decisions on very competitive terms.
Your benefits
- your own qualified and experienced contact person for all of your financial affairs
- independent, neutral and personalised consulting services
- access to a virtually unlimited range of solutions and products
- attractive terms
We help you with
- Financial advice and planning
- Pension and insurance solutions
- Family estate
- Estate planning
- Tax optimisation
- Real estate management Construction / purchase / sale
Need some advice?
Our advisers are at your disposal for a no-obligation consultation.
© 2020, Swinvest SA
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