Financial Advisors In Zurich Near Me

4worldlovers:
We take care of your wealth based on your personal situation and individual needs.


Our consolidation solution allows you and us to maintain the overview and to identify risks early on.


We support you with proactive advice on financial matters, and coordinate expert advisors where appropriate.

Your personal situation and custom needs drive our activities. They are the foundation on which we manage your wealth in a cost-efficient and diversified manner. We minimise complexity.

Our investment committee meets every week to define and review our investment strategy. We source our research from several independent investment service providers.

Your advisor is responsible for your portfolio. He acts in accordance with our defined investment strategy.

Our Compliance Officer monitors regulatory aspects on an ongoing basis and ensures compliance with the agreed investment strategy.

We have been subject to FINMA supervision since December 2021 and are afiliated with the supervisory organization "AOOS", which monitors compliance with high standars in the quality of our work and advice.

Integrated planning, early risk-identification and keeping an overview at all times: our portfolio management and consolidation solution provides you with comprehensive information at all times. Based on our clients’ feedback, we constantly improve the system.

This service offers archived bank statements and contracts, detailed performance and asset reports as well as full fee transparency.

This information is updated on a daily basis and can be easily accessed with your personal login at any time.

Based on your comprehensive picture, we coordinate business, legal and tax matters as well as all topics related to your real estate assets. Our continuous and close interaction with you allows us to understand your perspective and act in your best interest at all times.

4worldlovers: We understand that life assurance can be a difficult thing to talk about. No one enjoys the prospect of discussing the potential loss of a loved one, or indeed of your own mortality.

In Switzerland, retirement pensions are based on a 3 Pillar concept with each Pillar providing a different level of benefit.

All parents want the best start in life for their children. Of all the benefits you can provide, the one that has the most lasting value is a good education.

DeVere Switzerland is strategically positioned to deliver individual, tailor-made financial planning for your prospective property investments.