Executives Financial advice for managers and executives

Your private financial circumstances are strongly linked to your company. Therefore, we approach your financial situation in a holistic way and also include your illiquid assets.

Unser Beratungsangebot für Unternehmer

Our advisory services for executives

Ganzheitliche Beratung

Holistic advice

From investments and financing to tax, retirement and succession planning

Zentraler Ansprechpartner

Central contact person

For an uncomplicated handling of all your financial concerns

Globale Präsenz

Global presence

Broad expertise on questions about international mobility

Your challenges

  • Managing your financial matters despite time constraints and numerous commitments
  • Avoiding liquidity shortfalls due to blocked participation plans

Our solutions

  • Determination of your personal liquidity requirements
  • Personalized investment concept, taking into account the illiquid shares of your assets
  • Diversification of cluster risks with Lombard loans
  • Diverse range of credit and mortgage solutions

Your challenges

  • Maintaining your lifestyle and ensuring financial flexibility
  • Planning your retirement in light of occupational mobility and international connections
  • Taking tax questions into account for stock / stock option plans  

Our solutions

  • Comprehensive financial advice for executives new to Switzerland
  • Risk hedging for you and your family
  • Coordination of pension fund purchases and payouts for family and occupational plans
  • Advice on fiscal treatment of stock plans
  • International expertise and a broad network

Good advice pays off

We understand your challenges as a manager or executive and offer comprehensive advice – for example, on the following topics:

  • How does illiquid compensation affect my investment strategy?
  • How can I bridge short-term liquidity shortfalls?
  • How does international mobility affect my pension provisions?
  • How can I plan and prepare for my retirement?

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Flexibility with a Lombard loan

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