As part of deVere Group, one of the world's leading independent financial consultancy, deVere & Partners Switzerland SA provides trusted financial advice to expatriates and international investors based in Switzerland.
deVere Switzerland offers various financial planning solutions in Switzerland to cater for your personal financial security. Whether you would like to plan for a safe and secure retirement, start a savings plan to pay for your children's future education fees or invest in life assurance to protect your assets, deVere Switzerland has a broad range of financial solutions to help.
Furthermore, deVere Switzerland’s team of financial advisers fully understand that each client is different with their own unique set of circumstances. For this reason, once you have become a client, we will provide you with your own financial adviser who you can regularly meet to discuss your needs on a one-to-one basis.
Following the revised Insurance Supervision Act (ISA) of January 1st 2024 for insurance intermediaries, deVere & Partners Switzerland SA is acting as a tied intermediary with Swiss Life AG and AXA Insurance Ltd.
No matter how diverse your financial goals and portfolios are, we are here to ensure that you achieve the growth and protection you deserve.
For a free, no-obligation consultation, contact deVere Switzerland today.
With registered Branch offices in Zurich, Geneva and Basel, deVere & Partners Switzerland SA is a financial Service provider according to the Swiss Financial Services Act. In compliance with its legal duties, deVere & Partners Switzerland SA is a member of “Finanzombudsstelle Schweiz FINOS” ombudsman’s office (“FINOS”). FINOS is an ombudsman’s office according to the Swiss Financial Services Act and has been licensed by the Swiss Federal Department of Finance. FINOS is domiciled at Talstrasse 20, 8001 Zurich, Switzerland. FINOS can be contacted at their domicile, by phone no +41 44 552 08 00 or by e-mail to [email protected].