Wealthiee

(EN)

Wealthiee

(EN)

Wealthiee

(EN)

Saving & Investing

Starting an pension?

Starting an pension

Starting an pension?

Our network of specialized Swiss financial advisors can help you create a personalized investment plan, optimize your portfolio, and navigate complex financial decisions. Whether you're a young professional starting to save, an experienced investor looking to diversify, or planning for retirement, we provide the tools and expertise to help you achieve your financial goals.

Expert, Comprehensive, Tailored

Explore our directory of Swiss savings and investment specialists who can provide professional guidance customized to your unique financial situation and goals.

Saving and Investing
Saving and Investing
Saving and Investing
Saving and Investing

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Ready to speak to a financial adviser?

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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.

Saving & Personal finance tips and guides for Switzerland

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Cost of Swiss Health Insurance: Comprehensive guide

Jan 18, 2025

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

When to Hire Tax Consultant: Signs you need a Tax Advisor

Jan 18, 2025

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Understanding Tax Declaration: Swiss Tax obligations

Jan 17, 2025

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Difference Between Investment Banking and Asset Management

Jan 16, 2025

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

The Impact of Swiss Banking Regulations on Asset Management

Jan 15, 2025

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