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 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.

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

Mortgages

We can find the best financing solution for your real-estate project.

Planning

Your guide to plan a serene retirement and estate succession.

Foresight

We set up your Swiss pension plans for the 2nd and 3rd pillars (1E, free passage or 3A).

Wealth Management

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.

Clients
Your special requests
Unique relationship
Customized solution negociated for you
Family Office

You benefit from access to our network of legal, tax, and insurance professionals.

MFM Privileged custodians and/or your current bank