Our servicesMade to measure
Wealth management, occupational pension, retirement and estate planning, mortgages, family office services: Our comprehensive service offering allows us to precisely meet all your wealth expectations.
Our rigorousApproach
Committed to our customers, we favour a close and personal relationship of trust.
The know-how of the MFM Group, recognized internationally for more than 20 years, allows you to benefit from institutional quality wealth management.
We advocate a rigorous approach to risk management and full transparency in the investment process of your wealth.
Our pricing is as transparent as it is competitive.
Our solid framework allows us to plan calmly for future developments in the Swiss and international regulatory framework.
Your benefits
– Preferred relationship with a single partner for all issues pertaining to your estate
– The security of proven, institutional quality wealth management, overseen by FINMA (the Swiss financial authority)
– Your choice of the bank where your assets are held
– Preferred rate negotiated especially for you
– Access to a network of third-party partners of choice
– Consolidated view of your global wealth through our digital platform
A privileged Relationship
We can find the best financing solution for your real-estate project.
Your guide to plan a serene retirement and estate succession.
We set up your Swiss pension plans for the 2nd and 3rd pillars (1E, free passage or 3A).
You choose to trust us to manage your savings: opt for MFM’s discretionary mandate.
You prefer us to accompany you in your investment decisions: opt for MFM’s advisory mandate.
You benefit from access to our network of legal, tax, and insurance professionals.
