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Secure Your Future

Personalized
Solutions

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Best Advisory

Top Consulting for
Your Successful
Financial Decisions

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Smooth Transition

Easy to Adjust
and Implement

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Who we are

Private Consulting

We are designed and dedicated to provide optimal solutions to meet your financial needs. We are regulated by PolyReg – body approved by the Swiss Financial Market Supervisory Authority (FINMA) – for financial intermediaries referred to in Article 2 Para. 3 of the Swiss Federal Law on combating money laundering and ensuring a professional practice and adherence to a code of conduct.

What you need to know

All the Requirements that You Must Know

Settling in Switzerland

Local registration, Bank accounts and Insurances declaration

Moving out of Switzerland

Pension transfers and Tax

Saving and Investment

Pension Solutions and Tax Declaration

Global Pension Transfer

Mortgages

Vested Benefit Account

Client experience

What do you think about us

Federico C.

Client since 2013

Thank you, Sherri. You are very welcoming, professional with friendly nature, working promptly with complete integrity to provide a sound financial advice and guidance. Your up-to-date expertise in the financial sector creates a trust that is rather very rare to find. I highly recommend you and the whole Vertex Services group and very much looking forward to many more years working with you.

Customer rating

Wayne P.

Client since 2014

I am so glad that we found you guys. It has been already more than 10 years now! It’s nice to have one place to come to, without being too large or institutional. Professionalism, courtesy and availability are among the words I could choose to describe your level of services. I am more than happy with the growth of my assets over the years and the support that you and your team provide. I will recommend you again and again to all my colleagues and friends.

Customer rating

Benedeta M.

Client since 2012

I have been a client of Vertex Services since 2012 and would highly recommend their services. They have assisted me with my complex financial structures and I am so happy with the results over the years. I have recommended a number of my friends and family to Vertex Services and they are all also very happy and satisfied with the whole planning, transparency and results. I will definitely continue to rave about Vertex Services.

Customer rating

Great choice

Contact your Trusted Advisory in Zurich

It is our responsibility to collaborate with you to recommend the best solutions and suggest you the optimal options that suit your needs. We provide step-by-step guidance and assistance fitting with your specific circumstances and overall situation. We know that there is an answer to every question and a solution to every problem.

Get in touch with us.