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.
Products, services
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
Certificates, awards
ARIF membership number 2969
Customer feedback
There is no feedback about Summit Wealth Management AG yet.
Give us feedback on the single field search.
What worked well and what can we improve? Concrete examples help us make improvements!
We'd love to hear your feedback. Let us know what you think of the search experience.
What worked well and what can we improve? Concrete examples help us make improvements!
