WELCOME TO SWISS ASSET PROTECTION

Swiss Asset Protection works with the oldest Swiss private banks with offices in different locations all around Switzerland.

Investments are about the future, but 260 years of experience can help. We speak your language and understand your mentality.

Our exclusive financial services for private wealthy clients include:

Services of Swiss Asset Protection

Wealth Management: Our financial experts provide a full range of products and services individually tailored for our wealthy clients around the world and in Switzerland. Investment management is the process of managing financial assets like stocks, bonds, cash and mutual funds in order to achieve a specific goal like retirement or college funding. Wealth management expands the focus considerably by looking at virtually everything that impacts an individual's net worth: a privately-held business, personal residence, vacation property, insurance, loans, taxes, the needs of beneficiaries and so on.; More information about Wealth Management
Family Office: Our "Family Office" will facilitate and coordinate all those important things in your life that sometimes consume a lot of your time and leave little to concentrate on your business, your family & your free time. Our Family Office consultants assist and advise our clients with the following: Wealth planning, ongoing tax efficiency, the selection and setting up of tailored holding structures, the transmission of assets to subsequent generations as well as the preparation of children and/or grandchildren as regards their future responsibilities.; More information about Family Office
Asset Management: Our Swiss experts create added value for our clients by drawing on the combined resources and expertise of all their businesses. A Swiss bank account can be considered primarily as a global hedge. Swiss banks have always played a neutral role as bankers and investment managers and, indeed, as a banking center for the world. Estimates are that over 30% of the world's private wealth are held by the Swiss financial institutions.; More information about Asset Management
Advisory Services: We can provide you with proactive financial advice and comprehensive portfolio monitoring in line with your individual investment strategy, therefore the investment decision remains yours. By opting for advisory services you let us make the suggestions as to how you could best invest your capital. Leumi professionals and leading advisors, who comprise your dedicated team, will provide you with the most appropriate solutions, as well as relevant market and product information in your area of interest. Our policy is to provide you the most suitable product at prevailing market conditions and price it at the right “time to market”.; More info: Advisory Services
Financial Planning: Are you looking for tailor made solutions to your special financial situation? Do you want to be better prepared for major changes in your personal circumstances by making financial provisions now?; More information about Financial Planning
Asset Protection Planning: Do you need an Asset Protection Plan? Are you concerned that you could be sued for professional, product, environmental or other liabilities? Asset protection is the counteraction you must take even though something going wrong along the way may not even happen. Such a legal system allows you to protect your assets from unexpected liabilities like overdue debts. Once placed under protection, your assets are no longer included as properties which could be seized from you even if you’re declared bankrupt.; More information about Asset Protection Planning
Estate Planning: "Estate Planning" is the legal method for an individual to pass his or her estate on to the beneficiary of choice after death.; More information about Estate Planning
Foundations, Trusts and Partnership: We have made it our mission to provide you and your wealth with individual care and personal commitment.; More information about Foundations, Trusts and Partnership

For a strictly confidential and free consultation from one of our experienced advisors, please complete out contact form or write us an e-mail.


about us and our values: Our clients success is our success. We look after clients, not just assets.; More info about us and our values