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We are a Swiss firm of wealth management professionals, known as External Asset Managers (EAM), who look after the private banking and investment needs of individual and corporate clients in partnership with a Swiss bank. This partnership allows us to offer clients exactly the same services as they would get directly from a Swiss private bank, but with several key advantages. We are not restricted to the product-offering of any one institution but can select the best from the entire financial marketplace. And there is no extra cost to the client for this.
Multilingual expertise
We have a global client base (from over thirty countries) and multilingual Partners. We recognise that clients who want a Swiss banking relationship also want an adviser who can converse in their mother tongue.
Swiss Professionals
Invest-Partners Wealth Management AG is dedicated to the Swiss private banking tradition and regulated within Switzerland. We are proud to be part of the Swiss financial system and to uphold the high professional and ethical standards that the private banking industry is famous for. Our activities are monitored and audited on a regular basis by the Verein zur Qualitätssicherung von Finanzdienstleistungen, which is itself under the supervision of the Swiss Finance Commission. |
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