MWC Group SA provides financial planning, wealth management and investment advice. The company also advises on retirement planning, asset protection, Swiss property finance, currency management and related financial services.
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Industry:Continuing Education Institutes
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Wealth management with liquidity management, asset allocation, macro analysis, manager selection, and sustainable and responsible investment strategies.
Retirement planning
Retirement planning with selection of pension plans, pension transfers, planning of retirement income, contribution strategies and tax optimisation in retirement provision.
Swiss three-pillar system
Advice on the Swiss three-pillar system with tax-optimised saving for the future for people living and working in Switzerland.
Mortgage financing in Switzerland
Advice on Swiss mortgages and real estate financing, including guidance through the system and selection of the right solution for buying a home.
Transfer of UK pensions
Advice on UK pension transfers, including an assessment of the transfer, the appropriate solution and the effects of switching in the regulated market.
Advice when leaving Switzerland
Advice on the consequences of leaving Switzerland, with support in assessing the options available.
Family protection
Risk management, special insurance, group and employee pension provision, and life insurance for protecting families and dependants.
Estate and trust planning
Estate planning with trust set-up, durable powers of attorney, asset protection, reduction of inheritance tax, and drafting of wills.
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