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.
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
ARIF membership number 2969
