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DirectoryFinance & InsuranceFinancial ServicesNyonWS The WallSwiss Partner's SA
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WS The WallSwiss Partner's SA

Summary

About the company

WS The WallSwiss Partner's SA is a financial advisory firm providing integrated wealth-architecture services, including tax optimisation, pension (three-pillar) planning and investment solutions such as private equity, asset management and family-office services.

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Industry:Financial Services
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Integrated Wealth Architecture
Synchronisation of taxation, retirement provision and investment to structure wealth, with an audit, tailor-made strategy and ongoing monitoring.
Tax Optimisation
Analysis of the tax return, correction of withholding tax, quasi-resident status, international tax planning and tax deductions.
Retirement Planning
Comprehensive retirement review, decision between annuity or lump sum, LPP buy-ins, retirement start and drawdown, early retirement and bridging annuity.
Individual Retirement Provision
Advice on the 1st pillar AHV/AI, the 2nd pillar LPP and the 3rd pillar 3a/3b, with simulations, search for assets and buy-back of contributions.
Wealth Management / Investing
Strategic asset allocation, risk profiling, selection of funds, ETFs and individual securities, with monitoring and rebalancing.

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Location

Route de Saint-Cergue 295
1260 Nyon

At a glance

Legal form
Corporation
UID
CHE-214.679.841
Founded
2024 · 2 years
Last commercial register change
September 18, 2024
Employees
1 to 10

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