Summit Wealth AG

Summit Wealth Management provides tailored comprehensive Wealth Management solutions, ranging from Asset Management to Financial Planning for local Swiss and Expat Nationals. Summit is an innovative, independent consultancy that gives impartial and genuine advice. We work with top, globally recognised institutions to give our clients well-balanced, risk adjusted portfolios. Summit’s experienced consultants provide a transparent and highly professional service, making client’s financial prosperity their first priority. We provide comprehensive financial planning advice covering: Investments Pension Transfers & QROPS Protection - Medical, Disability, Life Cover Tax advice Wills and Trusts Global FX Exchange/Transfer Summit Wealth Management AG is a member of ARIF