Financial Advisers in Switzerland
International financial advisers in Switzerland. The Spectrum IFA Group company TSG Insurance Services is licensed by FINMA. All our advisers are very experienced and qualified and are able to advise on Pillar 3a.
Our team of experienced financial advisers is based in the Lausanne area. The synergies achieved by working within a group environment allow our advisers to draw on considerable and varied expertise to enhance the service offered to our clients. Our role is to create and provide financial planning solutions for expatriates and foreign residents in Switzerland.
Our internationally qualified, professional advisers are readily available to make certain you receive the best possible advice and superb service, bringing you peace of mind for the following areas:
Moving on from Brexit
Brexit created a number of well-documented issues for expatriates living in the EU.
Financial planning and wealth management were impacted heavily as the Withdrawal Agreement excluded financial services and specifically the passporting of advisory licences between the UK and EU. This means that many UK based advisers and institutions are no longer able to engage with clients living in the EU.
The Spectrum IFA Group is licensed across the entire EEA and can ensure that your finances are ‘Brexit-proof’, through access to secure, locally authorised, tax-efficient investment solutions.
In countries such as France, Spain, Italy, Luxembourg, Belgium and Malta, you have access to many flexible investment options backed by some of the UK’s largest and most well known financial institutions.
These products, issued from Dublin or Luxembourg, are both EU regulated and highly tax efficient. One of the largest insurance companies in the UK offers a fully French compliant (Dublin based) Assurance Vie. Another offers a Branch 23 contract, a well established and widely used investment solution in Belgium. Similarly tax efficient products, designed for expatriates, are available to Italian, Spanish and Maltese residents.
As a result, you can still invest with companies whose names you know and trust, whilst ensuring compliance and tax-efficiency in the country you now call home.