Transparent AND INDEPENDENT

Wealth Office subscription

Good resolution: Take the first step towards your own Wealth Office.

This year, you will once again receive proposals from your banks and asset managers. With a Wealth Office, you will make better decisions.

Test us out with a Wealth Office subscription for CHF 550 per year.


 

WO-Abo

Wealth Office subscription

  • Your personal Wealth Officer introduces her-/himself
  • 2 hours of consultation included
  • You will receive tips & tricks for dealing with banks 10% discount on additional consultation hours