Summit Wealth Management is committed to offering best advice and working exclusively for the benefit of our clients.  Summit Wealth Management brings over 15 years of offshore investment and planning advice.  We are a wholly independent Swiss AG Company, with offices only in Switzerland, fully licenced in Swiss regulation to provide Wealth Management solutions.

Mission

Our mission is to provide expert, comprehensive, unbiased wealth management for clients, with unmatched standards of integrity, ethics, long term servicing and relationship building. Working with  partners across the industry to deliver optimal solutions to clients, providing a unique and outstanding service, developing Summit into a leading name in wealth management internationally.

Key Values

  • Dedication

    Our consultants are highly trained, qualified and committed to continually improving their knowledge and skills in relation to the ever changing financial rules and regulations.

  • Professionalism

    We understand the impact financial decisions have on our clients and their families’ well-being. We take the time to get to know our clients’ circumstances, priorities and aspirations in detail so that we are able to give the best possible advice.

  • Accessibility

    Our consultants are full time and settled in Switzerland. We are always happy to support clients throughout their financial journey. We have regular reviews with clients to provide updates and act upon any changes in the client’s circumstances.

  • Honesty

    We are honest and transparent in our approach, providing ethical and sustainable advice to all our clients.

  • Respect

    Integrity and reliability are the foundations of our business. We put our clients’ needs first and this is why our clients often refer their friends and colleagues to us.

  • Discretion

    We recognise the importance of client confidentiality. We don't cold call to acquire new clients, we work on referrals and marketing.

Why Us?

Testimonials

"We had a family financial matter that demanded immediate attention, and Summit AG was ready to provide the guidance we needed for solving our issues. It was easy to get started, and the service was efficient and transparent."

Peter Senna, October 2016

Summit in the Community

We are delighted to offer our sponsorship and support to community organisations that enrich expatriates and their families’ lives in Switzerland, such as sports clubs and music/theatre groups.

This year we are very happy to be sponsoring Simply Theatre for their productions of Macbeth and Sleeping Beauty, and Zug Rugby Club for their upcoming season.

We actively encourage our employees to give something back to society. If you are a charity or community organisation in the local area, please feel free to contact us.

ARIF

Membership number: 2969

Summit Wealth Management AG is a member of ARIF, which is a self-regulating body which supervises financial intermediaries on behalf of the Swiss Financial Market Supervisory Authority. As a member of ARIF, we enjoy a good reputation in respect of our professional activity and guarantee compliance with the obligations under the MLA and under ARIF’s Articles of Association, Self-regulation Rules and Directives. We are also authorized to use collective investment instruments as an asset manager or investment adviser as we are subject to ARIF's Code of Deontology. For more information, please visit www.arif.ch