Wealth Management
Simplified

It’s time to talk!
About the way we talk to you about wealth.

When it comes to wealth management, there is a lot of background noise and everyone has an opinion. We believe in the importance of listening to what counts for you: the client.

At Leovest, our internal culture is unique. Our partners bring their intellectual capital to the table. Internally, we discuss, debate, challenge one another, share our knowledge and think out of the box. We vote democratically on all decisions to ensure that our house and our clients benefit from the collective knowledge of our partners.

Unambiguous

Discretion is important when it comes to your assets. But we make no secret of our strategies, fees or performance. Trust starts with openness. From the moment you first contact us.

Composed

Does investing feel complicated? We demystify wealth management, so that you, the client can understand and enjoy the journey.

Longevity

With us, you and your family have an advisor who stays alongside you over the long term, avoiding the disruption of personnel turnover.

Swiss based — but multi-lingual and multi-cultural.

Careers

Collaborative partnerships, openness, and a passion for our work. A wealth management firm like no other in Switzerland. Join us in making the financial world a better place.

Work for LeoVest

Is finance only about figures? No. We believe that our success is about:

quality of people
quality of work

Get in touch!

It’s time to talk! About the way we talk to you about wealth.

It’s time to talk!
About the way we talk to you about wealth.