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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.

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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