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Contatti

Telefono 041 508 75 10
E-mail

Informazioni

Summit Wealth Management AG provides tailored comprehensive Wealth Management solutions, ranging from Asset Management to Financial Planning for local Swiss and Expat Nationals. Summit is an innovative, independent consultancy that gives impartial and genuine advice. We work with top, globally recognised institutions providing well balanced risk adjusted portfolios. Summit’s experienced consultants provide a transparent and highly professional service, making clients' financial prosperity their priority.

Prodotti, servizi

We provide comprehensive financial planning advice covering:

Investments
Pension Transfers and QROPS
Protection: Medical, Disability, Life Cover
Tax advice
Wills and Trusts
Global FX Exchange/Transfer

Certificati, riconoscimenti

ARIF membership number 2969

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Fonte dati: Swisscom Directories SA