ONE by swisspartners

Your wealth at a glance

ONE by swisspartners is the solution to an increasingly complex environment in which issues relating to individual strategy consultancy and support to wealthy private clients are becoming ever more challenging.

Our independent service offers a platform to consolidate assets in a comprehensive and digitised form – in combination with efficient and targeted analyses of asset allocation and wealth structuring.

ONE by swisspartners has been designed as a holistic solution that is highly flexible thanks to its modular structure. You can choose modules tailored to your particular situation from the broad range of services – either on an one-off basis or at regular intervals as you require.

We focus on sustainable strategies and solutions that are finely tuned to your individual circumstances as our client.

All-in-one-Reporting

Our services,

your benefits
  • Independent, macroeconomic analysis of global asset allocation
  • Spotlight on structural/ownership status
  • Transparent, cross-generational representation of family and wealth situation
  • Assistance in estate planning
  • Analysis of performance, costs and risk ratios
  • Comprehensive assessment by experienced experts
  • Individual and flexible features thanks to a choice of modular services

Last but not least:
Genuine added value through All-in-ONE reporting.

Would you like to find out more?

We offer you a live presentation to demonstrate the best way of using ONE by swisspartners to suit your needs and maximise added value.

We look forward to meeting you personally.

ONE by swisspartners

Designed to suit your needs

ONE by swisspartners is designed for discerning private clients (individuals and families) and their advisory partners (lawyers, tax advisors, external wealth managers, single family offices, multi-family offices and family foundations).

swisspartners Group is one of Switzerland’s leading independent financial service providers. The company has been serving the needs of its international private clients since 1993. We develop and offer tailor-made solutions for conventional asset and portfolio management, investment advice and comprehensive wealth structuring at our offices in Zurich, Geneva, Vaduz and Feldkirch.

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© 2020 | ONE by swisspartners | Am Schanzengraben 23 | P.O. Box | CH-8022 Zürich | Phone +41 58 200 06 13 | one@swisspartners.com