Our high-touch, non-bureaucratic service approach is our commitment to our clients to stay flexible and adapt our services to the specific requirements our clients face in an ever changing alternative investment industry.
Our strategic decision to remain an independent boutique fosters an environment of engaged staff purely focused on caring for our clients’ businesses. Many of our people have been with Swiss Financial Services since the launch of their respective offices.
Swiss Financial Services enjoys a highly reputable standing in the alternative investment industry of providing a truly conflict-free, personal and quality service.
Historically, the source of new business to Swiss Financial Services has been from organic growth of existing clients and referrals from clients and other professionals. Our size and client-centric focus allow us to carry out our services close to our clients, assisting them with their day-to-day tasks and assuring familiarity with their business characteristics and needs.