Belgravia Wealth Management SARL was founded to fill the advice gap that currently exists between the retail financial companies and the services available to the UHNW clients. As an independent company we ensure that you benefit from impartial advice and access to offerings from all the financial providers available in the market.
With expertise in the Swiss Local Pension System - one of the most robust systems in the world - our mission is to work with you to ensure you're able to make the most of your finances while residing and working in Switzerland.
A tailored approach means that only once we have a thorough understanding of a clients’ existing portfolio and if we see that it can be improved upon, will we propose tax-advantaged investment alternatives focused on protecting capital and maximising growth.
Switzerland is known for its efficiency, and its pension schemes are no different.
Running on a 3 pillar scheme, Switzerland combines the mandatory state and company pensions with your personal pension to create a fully comprehensive retirement fund.
In this video we provide an introduction to the Swiss pension system.
At Belgravia Wealth Management SARL, we highly recommend contributing to the optional 3a Pillar, and are expertly positioned to offer advice on how to optimise your income through this scheme.
By contributing to the Pillar 3a pension, you can offset it against your taxes, minimising your final tax bill, and so while it is optional to make these contributions, for many it is a no brainer.
SIPPs - or self-invested personal pensions - are often thought as being a strong alternative to QROPS, but what exactly are they?
In this video, we offer a brief overview of SIPPs and give examples of when and how they might be effective for you.
J. Foster, Switzerland
Belgravia Wealth Management provided me with all of the insight required to make the most of my pension when I moved overseas. I was treated with patience and understanding throughout the process and would never seek financial guidance from any other company.
S. Oxley, The Netherlands
I was overwhelmed by the level of guidance that Belgravia Wealth Management were able to offer me. I feel safe in the knowledge that they have years of experience with which to make informed recommendations regarding my overseas pensions.