Philosophy at the service of finance

The union of two disciplines, the power of a new idea

Philosophy at the service of finance

The union of two disciplines, the power of a new idea

The Swiss Phinance method is based on the same premises as philosophy. To decide the development of an investment is harmony, the balance between yield, risks, objectives.

There are no correct projects except in a balanced view of the variables. This is why we have chosen to make ourselves independent from the automated analysis logics used by software and investment programs: with us each customer has the possibility of creating a direct relationship, always having his situation and portfolio under control.

We are always available to the customer for the entire duration of our collaboration, fulfilling the requests of each with the professionalism and rigor that have always distinguished us. An idea of ancient financial advice that, without renouncing technology, aims to guarantee the customer full control of his assets.