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DirectoryFinance & InsuranceFinancial ServicesZurichdeVere & Partners Switzerland SA
deVere & Partners Switzerland SA Logo
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deVere & Partners Switzerland SA

Summary

About the company

deVere & Partners Switzerland SA provides financial advice and planning services for expatriates and international investors. Services include retirement and savings planning, education fee planning, life assurance, Swiss local pension solutions, tax and trust advice, and global property investment; the firm acts as a tied intermediary with Swiss Life AG and AXA Insurance Ltd following the revised Insurance Supervision Act.

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Products & services

Industry:Financial Services
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5
Advisory on international retirement and pension solutions
International retirement planning for expatriates, including QROPs, QNUPs, Trustee Schemes, Transfer Plans and regular savings plans, as well as questions on retirement provision.
Swiss pension advisory and pension transfers
Advisory on Swiss pension funds and Pillar 3a/3b, transfers to tax-efficient cantons, investment strategies and payouts when moving out of Switzerland.
UK and US tax advisory
Tax advisory for UK and US tax obligations, including tax returns, Non-Domicile and Non-Resident matters, FATCA/FBAR, compliance and tax planning.
Trusts
Trust structures for asset and succession planning, asset protection, tax planning and administration of family or business assets, also offshore.
Global real estate investment advisory
Advisory on international real estate investments, focusing on capital growth, leverage, stability and financed real estate investments.
Reviews

Aggregated rating

Aggregated rating
2.6
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle2.610
★TrustpilotSoon
PProvenExpertSoon

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Location

Mainaustrasse 21
8008 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-113.262.308
Founded
2006 · 20 years
Last commercial register change
March 27, 2026
Employees
21 to 50

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