Quick contact: BZ Wealth Management SA | Place de la Gare 4 - CH - 1001 Lausanne | +41 (0)21 623 10 00

Financial services

Financial services

Advisory activities

At BZWM we are committed to analysing the overall financial situation of our clients (including any insurance policies and loans they have taken out). This allows us not only to optimise their financial situation but also to be in full control over the long term of any financial, legal and tax consequences that might arise.

With our in-depth knowledge of this specialised environment and our excellent insight into exactly what is required, we are able to offer a range of high-quality services tailored to your specific strategic and operational needs.

  • Portfolio risk assessment and portfolio management;
  • Paying of bills as well as document and record management;
  • Concierge services.