Wealth Engineering & UK Pension Protection | Synergi Investment
Strategy Update: May 2026

Maximise Your Wealth in Switzerland: Wealth Engineering for Expats

Consolidate your cross-border assets and shield your UK pension from the latest IHT rules and OTC tax charges.

Protect UK Pensions
Pillar 3a Optimization
Cross-Border Portability

Secure Your Standard of Living Post-Retirement

Our Wealth Engineering framework is designed for high-income professionals who require independent, fee-based guidance without the bias of proprietary banking products.

Regulatory Audit

Analysis of your exposure to the 25% OTC Tax Charge and 2026 IHT updates.

Asset Consolidation

Unify fragmented portfolios to reduce CHF/GBP/USD currency volatility.

Book Your Wealth Consultation

30 MIN SESSION

Trusted by Swiss Expats

10+ Years

Client Tenure Average

CHF 100M+

Assets Under Strategy

Independent

ARIF Member #3266

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Regulations

Synergi Investment GmbH is a regulated Swiss financial intermediary and a member of ARIF (Association Romande des Intermédiaires Financiers).

Contact

Stallikon, Switzerland

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