Service Offering for Companies

Support with the Retirement of Your Employees

Retirements raise many questions, in particular of financial nature. We support your employees who are withdrawing capital from their pension fund in identifying the most suitable wealth manager. Independent, unbiased and free of charge.

The FinGuide Offer

No more hidden costs, financial underperformance and frequently changing advisors! FinGuide continuously reviews private banks and independent wealth managers and selects the best with:

  • Financial outperformance.
  • Transparent costs.
  • Fair business practices.
  • No product sales.

Together with our clients, we match the provider which best suits their individual needs.

What Are the Benefits for Companies?

Companies care for their employees, but after retirement, employees are on their own. FinGuide's recommendation enables companies to help employees with an extremely important decision at the end of their employment.

  • Competent support for retiring employees.
  • Your company takes no risk as you are not recommending a wealth manager yourself.
  • No conflict of interest - there is no financial compensation between your company and FinGuide.

Why FinGuide?

  • Transparent: FinGuide brings transparency to Swiss private banking. We provide your employees with all the information they need to make an informed decision.
  • Needs-orientated: Our service begins with the identification of needs. These take center stage throughout the entire advisory process.
  • Independent: No financial service provider has a direct or indirect stake in FinGuide AG. We are exclusively committed to the interests of our clients.
  • Unbiased: FinGuide has no incentives to favour one provider over another. FinGuide's remuneration for referring clients to the right provider is always exactly the same across providers.
  • Expertise and quality: We have in-depth knowledge of private banks and independent wealth managers. Their offering, their strengths, and their weaknesses. We always keep our information up to date.
  • Time saving: We have already done the time-consuming search for provider-related information for our clients.
  • Risk-free: Our customers are under no obligation. If they do not receive the desired added value, they can withdraw from the consulting process at any time without any costs.
  • Free of charge: FinGuide offers its services free of charge to private individuals with available assets of at least CHF 500,000.