Wealthiee

(EN)

Wealthiee

(EN)

Wealthiee

(EN)

Family

Starting an pension?

Starting an pension?

Starting an pension

Explore our comprehensive guides and tools designed to assist you in managing your family finances effectively, from raising your children to supporting them in purchasing their first home. Discover everything you need below to help organize and optimize your financial planning for every family milestone.

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Secure, private, simple

See our directory of pension providers that can both support and assist you in your enquiry.

Family and Finance in Switzerland
Family and Finance in Switzerland
Family and Finance in Switzerland
Family and Finance in Switzerland

Ready to speak to a financial adviser?

Ready to speak to a financial adviser?

Get expert independent advice from a mortgage broker. First consultation is free. Try our matchmaking service

business user
business user
business user

Spend like a local on cards with great exchange rates

Spend like a local on cards with great exchange rates

Spend like a local on cards with great exchange rates

Our business debit cards can go the distance abroad. Spend like a local worldwide in 150+ currencies.

Try our Cost of advice tool

use our interactive tool to discover how much advice would cost you

use our interactive tool to discover how much advice would cost you

use our interactive tool to discover how much advice would cost you

use our interactive tool to discover how much advice would cost you

Pension calculator
Pension calculator
Pension calculator

Do I need Financial advice

Choose from our hand picked pension provider selection from trusted providers

Savings CH Guide

Savings Apps that can help you

Choose from our hand picked mortgage provider selection from trusted providers

Saving & Personal finance tips and guides for Switzerland

Asset Management vs. Wealth Management: Key Differences?
Asset Management vs. Wealth Management: Key Differences?
Asset Management vs. Wealth Management: Key Differences?
Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Asset Management vs. Wealth Management: Key Differences?

Dec 23, 2024

Top Asset Management Trends in Switzerland for 2024
Top Asset Management Trends in Switzerland for 2024
Top Asset Management Trends in Switzerland for 2024
Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Top Asset Management Trends in Switzerland for 2024

Dec 22, 2024

How AI Is Transforming Asset Management in Switzerland?
How AI Is Transforming Asset Management in Switzerland?
How AI Is Transforming Asset Management in Switzerland?
How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

How AI Is Transforming Asset Management in Switzerland?

Dec 22, 2024

Wealth Management: Invest Strategy & Role of Wealth Managers
Wealth Management: Invest Strategy & Role of Wealth Managers
Wealth Management: Invest Strategy & Role of Wealth Managers
Wealth Management: Invest Strategy & Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Understanding Wealth Management and the Role of Wealth Managers

Dec 22, 2024

Swiss Asset Management
Swiss Asset Management
Swiss Asset Management
Swiss Asset Management

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Comprehensive Guide to Swiss Asset Management for Smart Personal Finance

Dec 22, 2024

How to Choose the Right Investment Advisor for Your Needs?
How to Choose the Right Investment Advisor for Your Needs?
How to Choose the Right Investment Advisor for Your Needs?
How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

How to Choose the Right Investment Advisor for Your Needs?

Dec 14, 2024

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Investment Advisor vs. Financial Advisor: The Key Difference

Dec 13, 2024

Digital wealth management tools for monitoring investment growth
Digital wealth management tools for monitoring investment growth
Digital wealth management tools for monitoring investment growth
Digital wealth management tools for monitoring investment growth

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Guide to Investment Advisors: Wealth Management Experts

Dec 4, 2024