Who We Are

Synergi Investment GmbH provide specialist advice to  expatriates living in Switzerland. We provide tax efficient and tax compliant solutions for those living in Switzerland. Synergi Investment GmbH is a member of ARIF* (member number 3266).  

We are completely independent which enables us always act in the best interests of our clients.

All our advisers at Synergi Investment GmbH are fully qualified and have  vast experience in the international financial services sector, having worked for large FTSE 100 companies.

They are also experts dealing with the affairs of expatriates.

Our areas of specialism are wealth creation, wealth management, pension and retirement planning.

Synergi Investment GmbH provide Independent Financial Advice with a comprehensive range of services. We work in conjunction with fully regulated and authorised companies, who are in partnership with some of the worlds leading product providers and have access to an extensive range of client solutions.

We have specialist advisers in Switzerland who can discuss your financial plans and assess your needs providing tax, savings and investment solutions through our partners.

*ARIF is a self-governing body agreed by the Swiss Federal Financial Market Supervisory Authority (FINMA) for the supervision of intermediaries Article 2 al. 3 of the Swiss Federal Law on Combating Money Laundering and Financing of Terrorism in the Financial Sector (LBA). ARIF is also recognised by FINMA as a professional organisation for the enactment of conduct rules relating to the exercise of the profession of independent wealth manager within the meaning of the Swiss Federal Capital Investments Act ( LPCC)’.

 

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