Six areas, tailored to each person, whatever the size of their wealth. Always in the same order: what doing nothing costs, what we undertake, what you stand to gain.
Without action, most people retire on 40 to 50% of their last income. With well-planned buy-ins, the right private pension and good choices, the 80% goal becomes reachable.
A job left, a move away from Switzerland: pension assets are often scattered, sometimes forgotten. We find them, bring them together, then invest or withdraw them depending on your situation.
Tax is withheld at source from your salary. To deduct pension contributions, a pension buy-in or childcare costs, you must request an ordinary assessment before 31 March of the following year. The decision is final, so we assess it with you first. In France, your Swiss income is declared and offset by a tax credit; we prepare both returns.
"We don't sell products. We build a strategy, and every solution finds its place in it."
The partners · Arcade PartnersWe organise your wealth by when you will need it: a reserve you can reach, money for the projects of the coming years, and the long term. Every franc works to its horizon, with the risk it can bear.
An investment strategy suited to your goals, your horizon and your risk profile. Active or passive management, capitalisation agreements or a securities account: we choose what earns you the most once fees and tax are paid.
Pensions, life insurance, capitalisation contracts, securities accounts: in Switzerland as in France, the wrappers already exist. What makes the difference is how you use them: the structure, the fees, the allocation, the beneficiary clause, the timing of withdrawals. We review them one by one, adjust them, then track their performance over time.
A few lines are enough: we prepare the meeting beforehand and come with first ideas.
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