Our Story

Belgravia Wealth Management SARL is a Swiss established and regulated company 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.

Belgravia Wealth Management SARL is not owned by a financial institution, or a life insurance company. We are proud to be independent, impartial and international.

This is what sets us apart from the majority of financial advisory companies.

Our team of highly experienced financial consultants offer professional, personal financial consultancy, solutions and services that are tailored to each client’s unique circumstances, objectives and goals.

What we do

We help our clients to prepare financially for the experiences and challenges of life. We offer a range of tailored financial consultancy services designed around your specific requirements, with a view to protect and grow your wealth.

At the core of our philosophy are the relationships we build with our clients, establishing trust through the delivery of exceptional service and keeping our clients in control – you will always know your financial position and the performance of your investments.

A tailored approach

Our tailored approach means listening and responding to our clients’ financial goals and objectives. Only then, once we have a thorough understanding of a clients’ existing portfolio, and if we see that it could be improved upon, will we propose investment alternatives focused on protecting capital and maximising growth.