Subsistence and Financial Services

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Subsistence and Financial Services

Whether you are a business owner or a busy professional, if you live abroad for a long time, or you simply do not wish to undertake daily financial management in your retirement life, our Subsistence & Financial Services will be your ideal solution. enCircle® and enCircle® Continuity services can provide you with almost any type of help to manage your personal, business and financial life. These services are also applicable to elderly family members and those who care about them.

Create a Wealth Plan with Swiss Equity Fund

Guide your financial life through a comprehensive wealth plan. Swiss Equity Fund professionals will help formulate a plan to meet your financial goals

HOW WE HELP

Our team will take time to understand you and your goals in order to develop a wealth plan that takes into
account your current financial needs and future goals.

enCircle CONTINUITY

You may be in good health today, but things may change tomorrow. Often, we will not consider this possibility before bad things happen. The truth is, we must act now. If you are a client of the Swiss Equity Fund, you have access to enCircle Continuity, which is a service for the elderly that can prepare you and your family in the event of a physical or even mental illness.

enCircle

No matter what special needs or circumstances you have, your dedicated Swiss Equity Fund professional can personalize a plan for you and/or your family. After that, you can leave us all the administrative details and we will report back to you throughout the process.

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