Service Offering for Individuals

Easy Way to Find the Best Provider for Your Investments

The search for your ideal private bank or independent wealth manager is extremely time-consuming if you need to research the information yourself. Swiss private banking is not transparent. Important facts such as costs or performances are not publicly accessible. FinGuide identifies the best providers, records detailed data and makes them available to you.

How Does It Work?

 

Start your evaluation

  • Online
  • 5-10 Minutes

It is not easy to formulate your financial needs comprehensively. That's why we have developed a structured questionnaire that allows you to record your needs and priorities in an easy and efficient way. Your responses are then matched with the database of providers. This enables us to find the private banks and independent wealth managers that best suit your individual needs.

 

Discussion of Results

Your evaluation shows the four most suitable providers relative to your preferences. You will see which provider fulfills which of your requirements. The aim of the consultation is to identify your top two providers. You can ask all your questions and take as much time as you need to feel comfortable with your choice. The consultation can take place via video conference, over the phone or in person in Zurich. The consultation is free of charge.

 

Meet the Top Providers

  • Get to know your advisor
  • 2 x 1 hour

Investing is a matter of trust! That is why you get to know your personal advisor in this step. They will explain how your money will be invested and what services you can expect. FinGuide recommends that you have this discussion in person with the providers. However, video conferences are also possible on request. In addition to the "hard facts", this meeting is also about the personal connection with the advisor.

 

Decision

  • Support from FinGuide
  • Case-by-case

In a follow-up discussion with FinGuide (usually by telephone), we review your meetings with the two providers. We answer any remaining questions and provide you with further facts to help you make your decision. As your choice has no financial consequences for us, our advice remains unbiased and independent at all times. After you make your choice, we will stay in contact to ensure that you are satisfied with your new provider.

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Who Should Use FinGuide

  • Have you decided to withdraw capital from your pension fund? Or have you sold your company?
  • Are you not 100% satisfied with your current provider?
  • Have you been steadily building up your assets or have you received an inheritance and have not yet looked into investing your assets?
  • Have you chosen your bank for other services, e.g. a mortgage, and would now like to work with a real investment specialist?
  • Have you come across your current provider by chance or through an acquaintance and are wondering whether this is really the best one for you?
  • Do you have investable assets of at least CHF 500,000?
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Why FinGuide?

  • You are in control: We are aware that wealthy individuals are pursued by various financial service providers. But if you want to actively search for the best financial partner for you, you are faced with an abundance of offers that are difficult to manage and non-transparent.. We enable you to take control yourself.
  • Needs-orientated: Our service begins with identifying your needs. These take center stage throughout the entire advisory process.
  • Independent: No financial service provider is directly or indirectly involved with FinGuide AG. We are exclusively committed to the interests of our clients.
  • Unbiased: FinGuide has no incentives to favour one provider over another. You can find out more about our business model here.
  • Expertise and quality: We know banks and independent asset managers in detail. Their offering, their strengths, and their weaknesses. We always keep our information up to date.
  • Time saving: We take care of the time-consuming search for provider-related information for you. You benefit quickly and easily from our expertise.
  • Risk-free: You are under no obligation. All final decisions remain with you, FinGuide is here to support you according to your needs.
  • Free of charge: FinGuide offers its services free of charge to private individuals with available assets of at least CHF 500,000.
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