Swiss wealth management. Realigned.

Our capital alongside yours. For private clients, entrepreneurs and families.

Connect with our team

Swiss · FINMA-regulated · Independent

Independent.

Partner-owned.

Aligned.

  • Free from any bank or product provider.
  • Owned and led by the people responsible for your wealth.
  • Our own capital invested alongside our clients’.
About Us
years of combined experience among our partners
75+
client assets advised & overseen*
CHF1bn+
invested by our team in private markets
CHF200m+
partner custodian banks
8

*Across all custodians. Not assets under management.

On your side of the table.

We work for you, not the banks. As your independent investment office, we manage your wealth, select the right banking partners and negotiate on your behalf.

Your side

You + SwisseonYour assets remain in your name, held with the custodian banks you choose.

Your banking set-up

Illustrative combinations.

Custodian banks · Open architecture

  • UBS
  • Julius Bär
  • Citi
  • Union Bancaire Privée
  • Bordier
  • Arab Bank Switzerland
  • Banque Heritage
  • Syz

Each banking partner is selected based on your needs, with a focus on stability, flexibility, pricing, credit solutions and reporting.

  • 01

    We negotiate the terms

    Pricing and conditions with the banks, on your behalf.

  • 02

    Assets in your name

    Segregated custody, never on our balance sheet.

  • 03

    One investment office. Multiple banks.

    A single point of contact across your banking relationships.

One firm, four capabilities.

One integrated approach to managing, financing and preserving your wealth.

Four complementary areas of expertise, coordinated around your ambitions.

Learn more
01

Wealth Management

Endowment-inspired

Diversified, institutional-style investment strategies designed to preserve and grow your wealth over time.

02

Private Markets

Direct Deals

Access to carefully selected private market investments, with transparent terms and opportunities to invest alongside our partners.

03

Financing

Liquidity & Leverage

Credit lines, mortgages, bridge and corporate loans, arranged across banks and non-bank lenders.

04

Family Office

Legacy & Lifestyle

Beyond investments, we coordinate your broader wealth needs, from consolidated reporting and family governance to succession planning and personal affairs.

The leadership team

SWISSEON brings together partners with complementary expertise in private banking, investment banking and real estate, united by a commitment to independence and putting clients first.

We manage wealth the way we manage our own.

As investors ourselves, we bring personal conviction, disciplined judgment and a long-term perspective to every client relationship.