Our services

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 approach

 

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 16 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.

Unique relationship

 

 

 

 

 

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

“We believe in active management based on a structured investment process to ensure optimal diversification in terms of asset classes, types of financial instruments and geographic sectors. Risk management is an investment tool fully integrated into the portfolio construction process. The benefits of this approach are numerous: the reduction of risk against significant market declines, as well as the potential to create increased value over the long term.”

Frank Crittin, Chief Investment Officer.