Achieve Goals
Turn your financial ambitions into reality with a customized roadmap designed for your specific needs. We help you identify priorities and build a strategy that ensures your long-term success.
Business Advices
Optimize your portfolio with expert insights and data-driven investment strategies. Our team provides the market analysis and guidance needed to drive sustainable growth and stability.
Tax Advantages
Maximize your earnings through intelligent tax planning and legal liability optimization. We identify solutions that protect your capital and allow you to keep more of what you earn.
Secure Future
Ensure peace of mind for yourself and your loved ones through careful legacy and retirement planning. We create a protective net that secures your future and the generations to come.
About Us
Protecting What Matters Most to You
Deciding who to trust with your financial future is a milestone in itself. Founded on the principles of integrity and transparency, Conseillers Suisse SA exists to simplify the world of finance for our clients. We take the time to understand your unique story, your fears, and your biggest ambitions.
Whether you are looking to retire comfortably, protect your family’s future, or optimize your business taxes, we stand by your side as a dedicated partner. We treat your wealth with the same care and diligence as we do our own.
Algorithms can find patterns, but only a partner can understand your ambitions. Our mission is to use innovation as a bridge to true personalization - where every decision is tailored, and every client is our most important one.
sERVICES
More flexibility to grow at your own pace.
Here’s a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they’re here for you when you’re ready.
Financial Planning
Retirement Planning
Investment Management
Insurance Guidance
Tax Planning
Estate Planning
featured STORIES
Financial Clarity in Every Dimension
Why Choose Conseillers Suisse SA?
We combine independent Swiss precision with tailor-made financial strategies to ensure your benefit is our only measure of success.
Your Wealth, Always in Sight
Get 24/7 access to our exclusive client portal featuring real-time market insights, personal tax overviews, and expert investment ideas.
Your Path to Financial Clarity
From the first connection to a fully personalized financial roadmap, our three-step process is built around your unique goals.
500 + Projects Completed
300 + Trusted Clients
98 % Work Satisfaction
130 Million Tax Savings
profits
Proven Performance. Total Transparency
At Conseillers Suisse SA, we don't just promise results - we deliver them with surgical precision. Our investment philosophy is built on a foundation of absolute transparency and data-driven strategies, ensuring your capital is always positioned for growth.
Our Track Record:
Since the launch of our firm, our model equity portfolio has consistently outperformed the market. We take pride in these audited figures:
- Annual Return: 8.59%
- Excess Return (vs. Benchmark): +24.76%
Your Security, Our Priority:
As an independent asset manager authorized by FINMA, we operate under the highest regulatory standards in Switzerland. This independence allows us to focus solely on your interests, providing reliable prospects for the long-term growth of your wealth without any hidden agendas.
Portfolio Performance: Measured Success. Transparent Results. A decade of consistent outperformance, managed with the transparency you deserve and the expertise you expect from Conseillers Suisse SA.
Past performance is not indicative of future results. All investment strategies involve risk of loss. Data audited as of March 18, 2025.
Despite having a trustee and a tax advisor, I was convinced there was little room left for tax optimization. However, Conseillers Suisse impressively demonstrated that significantly more is possible than I had expected.
Ueli Fürst
Fürst Elektro AG
As part of my retirement planning, key questions - such as whether I will have sufficient funds in old age, whether a pension or a lump-sum withdrawal makes more sense, and how I should plan my estate - were answered clearly and comprehensibly.
Jean Dardelet
Dardelet GmbH
Within the very first year, the costs have more than paid for themselves. For us, there is no question that the partnership is worth it. We look forward to continuing this successful collaboration for many years to come.
Anita und Peter Gerber
Sales Director / CEO
After numerous experiences with various banks and insurance companies, we were particularly impressed by the nuanced and independent advice provided by Conseillers Suisse SA. Here, the focus is not on selling products, but on transparent and fair fee-based consulting.
Andrea und Tom Rickli
Mewitec GmbH
Initially, we were able to benefit from significant tax savings. Furthermore, we received concrete recommendations on how to pay off our home mortgage in full by the time we retire. Especially valuable to us is the detailed savings plan, which outlines the measures needed to maintain our current standard of living even after retirement.
Corinne und Georg Maag
SCHMIEDEWERK STOOSS AG
I especially appreciate the regular annual contact and the timely reminders from Conseillers Suisse when important steps are due - such as mortgage adjustments, pension fund contributions, and more
Jürg und Danièle Glarner-Baertschi
architekturglarner GmbH
Initially, we wanted to gain an overview of our financial situation—particularly in the areas of taxes and life insurance. We also sought to clarify our financial requirements during retirement and identify potential optimization opportunities for taxes and investments. However, the consultation went far beyond that: together, we were able to develop a long-term financial plan that provides us with great peace of mind today and solid security for our retirement
Antonio Prioli
Prioli AG
For me, the greatest benefit lies in having a clear concept for my retirement: well-thought-out investments, strategically timed contributions, a sensible withdrawal strategy for future liquidity, and noticeable tax savings. This gives me a much better sense of financial security for my later years. I especially value the personal and unpretentious approach of Conseillers Suisse SA. Looking back, I am glad the advisor on the phone remained so persistent - otherwise, I probably would never have taken advantage of this consultation.
Andreas Jauslin
Büromöbel AG