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WELCOME TO SUMMIT WEALTH MANAGEMENT AG

Summit Wealth Management 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.

QROPS

Have you worked in the UK and contributed to a company pension scheme? A pension transfer to a Qualifying Recognised Overseas Pension Scheme may be beneficial for you. With lifetime allowances falling frequently, don't miss this opportunity to maximise your UK pension.

Investments

Summit Wealth helps clients define an Investment strategy tailored to their goals and risks. We help them make informed investment decisions through our investment platforms. Summit Wealth works directly with top private banks and world renowned Investment Managers.

Tax Advice

Summit Wealth Management AG, provide practical and proactive International Planning for our clients. Our International Tax Advisers can support our clients with tax planning solutions and assist with compliance issues, such as Inheritance Tax and repatriation of earnings.

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Wills & Trusts

Do you have a Will? Don’t ignore the little nuances in life -having a Will, will give you assurity that your assets and property are distributed according to your instructions. 

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Protection

Your biggest asset is yourself, so why would you not protect that asset? Unexpected life events can cause catastrophic economic impact on families.

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Partners

We have partnerships with several of the foremost financial institutions in the world.
This allows our clients and advisers a range of possibilities, which means that we can select the right choice for the clients’ personal financial plan.