Switzerland
A Private Wealth Manager in Geneva
Thomas specializes in guiding international clients in Switzerland through the intricacies of their 1st, 2nd, and 3rd Pillars, ensuring you maximize your tax deductions with a expert 3A and 3B strategy. Once we establish a solid financial foundation, we will collaborate to achieve your long-term ambitions:
Investments
Thomas leverages the leading global investment banks to source the best market offerings, ranging from fixed yields and capital protection to ETFs, funds, and regular savings plans.
Education planning
Sending children to university can be daunting, so I'll help you craft a personalized plan to secure their future education.
Insurance
Life insurance and critical illness coverage are crucial for families living abroad and can be integrated into your 3A or acquired separately.
Tax optimization
I'll ensure your finances are optimized for life and retirement in Switzerland, while also crafting a strategy for potential relocation. Remember, taxes can be as impactful as your investment choices, yet often get overlooked.
Swiss exit planning
I'll guide you through the process of cashing out your Swiss pensions and other assets in a tax-efficient manner.
Cross-border planning and repatriation
Recognizing Switzerland's transient nature, I assist clients in planning for their eventual departure. Early planning is key, particularly for countries like the UK and Australia with generous incentives, as international relocation can be costly if mishandled.
UK and International Pensions
There’s more choice than ever for accessing your UK and international pension savings.
Thomas can advise you on the pros and cons of each option, as well as the local tax implications in Switzerland, so you can make a fully informed decision on the best solution for you.
Inheritance tax planning & domicile
Often dubbed the "most hated tax" in the UK, inheritance tax can significantly impact your estate. However, careful planning can alleviate this burden.
Investment property
With access to investment properties worldwide, I'll keep you informed of relevant opportunities that align with your needs, should property investment be of interest.
My mission is to empower expatriates and international investors like you to reach and surpass your financial goals. Through a collaborative approach, I'll craft, implement, and manage bespoke financial strategies and solutions that help you create, grow, and maximize your wealth