Broad market comparison
Extensive access to solutions from many banks and insurers — your terms are compared, not imposed.
04 Partners
A first-class
network.
Real-estate brokers, fiduciaries, lawyers, banks and insurers — every partnership is chosen for its quality, its solidity and its alignment with my values of transparency.
§ 01 The foundation
The strength of a European group,
the freedom of advice.
I practise as a Wealth Planner within the Conseil en Patrimoine Suisse network, backed by one of Europe's largest financial advisory groups — a second-generation family business founded in 1975. This affiliation opens up a network of first-rate partners, certified analysis tools and high-level continuous training, while fully preserving the freedom of my recommendations.
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Years of history
founded in 1975
founded in 1975
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Clients served
across Europe
across Europe
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Financial advisors
across the continent
across the continent
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Offices in Switzerland
including Lausanne
including Lausanne
§ 02 What it brings you
The best of every sector.
Experts at every stage
Fiduciaries, lawyers, real-estate brokers: the right specialist, at the right time, coordinated by a single point of contact.
Certified analysis tools
Wealth planning built with labelled tools, recognised for their rigour.
Balanced remuneration
Equivalent remuneration across partners — the objectivity of the advice is structurally preserved.
A network at your service.
Discover what this collective strength can bring to your situation.
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