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DirectoryFinance & InsuranceFinancial ServicesGenevadeVere & Partners Switzerland SA, succursale de Genève
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deVere & Partners Switzerland SA, succursale de Genève

Summary

About the company

deVere & Partners Switzerland SA, succursale de Genève provides financial planning and advisory services, including life assurance, Swiss local pension solutions, international retirement and succession planning, trusts and international wills, tax and FATCA advice, pension consolidation and global property investment.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered10
Financial advice for expatriates
Financial planning and personal advice for expatriates and international investors in Switzerland, with solution proposals for asset protection, retirement planning, taxes and long-term financial goals.
Swiss pension consulting
Advice on Swiss pension funds and Pillars 2 and 3, including transfer, investment management, administration in a tax-efficient canton and questions related to moving abroad or retirement.
International retirement planning
Retirement planning advice for emigrants and people living abroad, including QROPS, QNUPs, Trustee Schemes, Transfer Plans and regular savings plans.
Life insurance
Coverage through life insurance solutions to protect assets and complement personal financial planning.
Will and estate planning
International wills, succession planning and solutions for arranging the transfer of assets in an international context.
Tax and duties advisory
Advice on UK and US taxes, FATCA, US-compliant solutions, as well as UK Inheritance Tax and other cross-border tax matters.
Pension consolidation
Consolidation of existing pension solutions into a consolidated structure for easier administration and a clearer overview of retirement assets.
UK repatriation advisory
Advisory for returnees or those moving away with ties to the UK, in particular regarding the financial impact and retirement solutions in connection with repatriation.
Education and tuition fee planning
Planning and financing of school and university fees, including savings and retirement solutions for education costs.
Real estate investment advice
Advice on global real estate investments as part of personal financial and wealth planning.
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Reviews

Aggregated rating

Aggregated rating
2
of 5

Aggregated from 12 reviews across all connected sources

Sources
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Location

Rue du Mont-Blanc 7
1201 Geneva
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
Branch
UID
CHE-194.536.426
Founded
2013 · 13 years
Last commercial register change
April 13, 2022
Employees
1 to 10

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