Switzerland is synonymous with excellence, precision, reliability and high value.
Valais is a canton in Southern Switzerland, home to where the concept of this company was born.
The 3 founder members have over 70 years of experience within the industry, helping individuals, families and businesses create bespoke financial planning and wealth management services in over 100 countries around the world.
With our in-house experienced financial planning professionals, we aim to provide a first-class experience to our clients, incorporated with the CPA professionals, to try to ensure every aspect of our client’s best interests is catered for.
We have no incentive to recommend investment products or funds that do not fully benefit the client. Every recommendation we make is totally unbiased and tailored specifically to the client, based on their unique circumstances and personal life goals.
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