Our philosophy


We are an independent financial advisor and asset manager for Swiss and foreign private and corporate customers as well as foundations and pension funds.

Our strategic and legal independence and autonomy enable us to concentrate all of our energies on your needs and interests.
Our transparent approach generates confidence and forms the basis for a long-term, personal relationship.

Drawing on the various channels in asset management and financial services, we secure the best possible benefits for you, free from any conflicts of interest or dependencies.

Our long-term and solid relationships with national and international banking institutes enable us to establish top quality access to contemporary financial services for you.

We provide dedicated and enthusiastic advice for you both as a private individual and as a representative of an institutional investor, generating real added value for you.


SZ CONSULTING – DISCRETE AND EXPERIENCED.