Facts & Figures
The experts, Portfolio Managers and Client Advisers are always available for clients.
years of professional experience
The lawyers, Client Advisers, bank specialists and Portfolio Managers know the market and the asset business very well.
Since we were set up in 1998, our staff have shown unfailing commitment.
State, bank, Beerli & Partner: the well-established Swiss financial centre guarantees planning security. The liberal economic system and the close linkage with foreign markets benefit Switzerland – the most competitive country and the most innovative business location in the world. Our powerful team combines many years of international experience with innovative thought and action.
German, English, Portuguese, Spanish, French – the clients converse with us in their mother tongue.
We have been cultivating a relationship based on trust with carefully selected, trusted and tested partners for decades.
Locally based, globally active: clients all over the world place their trust in us.