First of all, we try to get to know you – as we establish a relationship by practising two-way communications with clients, to gain a deeper understanding of the goals and priorities related to your family, career, lifestyle and finance.
By knowing you and what is most important, we will then strive to provide you with financial advice in order to make a positive impact on your life and the lives of your family.
We communicate with you to find out and meet your ultimate requirements, as well as to sort out Your Life Goals priority in life.
Your dedicated consultant will work with you and formulate your wealth plan based on the information given.
We will take action together on your wealth plan and revise the plan systematically to ensure that it always keeps up with your life changes.
3 Simple Steps to Solve Your Problems
1. Getting to know you
Recognize your ultimate requirements
Determine your long-term objectives
Sort out your objectives priority
Gather and keep your financial information updated
2. Make Analysis Based on Your Current Situation
Assign the right consultant to discuss and analyse your state of affairs
Formulate your wealth plan based on the goals and priorities identified earlier
3. Identifying Challenges & Taking Actions
Present the wealth plan designated for you with professional guidance
Take action
Repeat, revise and refresh systematically
We are at your service. Our dedicated expert team will help you achieve Your Life Goals.
Your family is our priority. We spend time to understand your story so that we can serve you and your family at all times.
We help you to save time and minimize your concern. Our team will handle all your financial affairs to save you all the troubles.
Our capabilities
In the future, your Swiss Equity Fund team will be part of a larger picture. We can leverage nearly 200 years of wealth management experience
and abundant global resources to help you achieve all Your Life Goals. Other than that, we can also work
with your existing tax, legal and other advisory teams.
Advancing the profession to benefit your financial
We communicate with you to find out and meet your ultimate requirements, as well as to sort out Your Life Goals priority in life.
Your dedicated consultant will work with you and formulate your wealth plan based on the information given.
We will take action together on your wealth plan and revise the plan systematically to ensure that it always keeps up with your life changes.
$0B
assets under management
0+
Years In Business
0+
financial advisers & counting
Get personal advice when you need it most
Let’s have a conversation about how our Swiss Equity Fund
services can help you and your family.
