Swiss Prime have been a true partner since I approached them to plan a retirement path. Their representative has made it a point to understand every nuance of situation and investment needs. Asset management knowledge, client facing skills such as tolerance for explanation of financial instruments, and some occasional straight-talking provide the perfect balance.

My husband and I worked with Swiss Prime to secure the purchase of our home in Switzerland after we fell in love with a unique project. We wanted to make sure we didn’t miss this opportunity and their expertise has been invaluable in securing your dream home. I am now convinced our lack of knowledge in the mortgage process would have led to mistakes along the way that would have cost us the property if it weren’t for Swiss Prime. They were fast, flexible and went the extra mile to ensure we got the property we wanted. While I speak German, being able to better grasp legal intricacies and certain subtleties of the purchase process in English was also very valuable. After our positive experience with Swiss Prime, I decided to rely on their advice to pick a life insurance and to do our tax return next year. You won’t regret collaborating with them on such important life decisions while in Switzerland.

Swiss Prime have been looking after my family’s Financial interests the last 5 years and we have been very satisfied with the service they offer. The whole team is highly professional and operate within the highest of standards always prioritizing our best interests. Swiss Prime is  able to offer us a wide range of Financial + Tax advice that satisfies our needs across a number of geographies. I would not hesitate in strongly recommending Lukas and his team to help you in your personal Financial + Tax needs.