FinSight is a trusted advisor to a small number of individuals to ensure a service level aligned with specific needs and expectations

  • The partnership has developed strong B2B relationships and enjoys competitive agreements with key financial intermediaries (custodians, brokers, life insurers, fund managers). Our principal partners include banks such as Pictet & Cie, Julius Baer and J.Safra Sarasin.
  • Potential indiscretion or fraud risks are averted by reactive communication 24/7. Moreover, each client is granted data storage space on the company’s servers* in Geneva, alleviating the need to print or save financial and fiscal information at home.
  • Our value proposition rests upon investment expertise. In our experience, however, we negociate and deliver very competitive overall fee packages to our clients.

* Our provider is FINMA certified as well as ISO 9001 and ISO 270001