Synergi Investment GmbH provides specialist financial advice to residents of Switzerland.

Synergi provides specialist financial advice to residents of Switzerland. Synergi are a fee-based financial advisory firm offering independent, financial advice to our clients. Our advisers are fully qualified and have vast experience in the financial services sector. They are also experts dealing with the affairs of expatriates.

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

Synergi Switzerland provide independent financial advice with a comprehensive range of services. We are a fully regulated company, and work in partnership with some of the worlds leading product providers and have access to an extensive range of client solutions.

Synergi Switzerland is the trading name of Synergi Investment GmbH, licensed and regulated by ARIF with Licence number: 3266

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