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Tailored Financial Advice

To Protect & Grow Your Wealth

Welcome to Aiglon Wealth Management

At Aiglon Wealth Management we pride ourselves on constructing bespoke, independent solutions for our clients and their families. With an over arching emphasis on transparency and integrity we are perfectly positioned to assist with any financial planning needs our clients may have.

Based in Vaud, Switzerland, we are particularly adept in helping the international community de-mystify local investment parameters, as well as providing advice on repatriation and options with wealth left in previous jurisdictions.

Our Services
Investment & Portfolio Management

Investment & Portfolio Management

Whether refreshing an existing portfolio or taking the first steps towards constructing a new portfolio We at AWM, alongside our strategic partners, have the industry experience and insight to help our clients obtain the most appropriate balance of asset classes for their profile.

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International & Domestic Pension Advice

International & Domestic Pension Advice

At AWM we ensure our clients are heading towards the retirement they want and deserve. By taking time to understand their objectives we ensure that all options are considered and the most appropriate is executed.

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Estate Planning

Estate Planning

Safeguarding financial assets for future generations is integral to all financial planning. At AWM we understand our clients’ legacy and help them to ensure that it is positioned in the most efficient manner.

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Protection & Wills

Protection

At AWM we work through our clients’ existing protection and establish its suitability. We consider both the domestic and international markets to ensure we recommend the most competitive products.

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Multi Jurisdiction Tax Advice

Multi Jurisdiction Tax Advice

By working with our partners, we are able to offer you tax advice in the country where you are living, the country that you have left behind, and the countries where you choose to retire.

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International & Domestic Property Advice & Search

International & Domestic Property Advice & Search

Property is understandably a priority for most investors. At AWM we help our clients search for the perfect property and use our partners to assist in its purchase and ongoing management.

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Offshore Banking

Offshore Banking

As an expat, holding an offshore bank account is often a necessity. It can, however, be cumbersome to set up. At AWM we make the process as easy as possible, and ensure that our clients open the most appropriate account for their needs.

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“I have found AWM to be very supportive and approachable. AWM spends the time to get to know your real needs and to understand your expectations. Their relaxed manner encourages others to open up and share concerns. A real pleasure to deal with. ”
Bernard Ravenscroft,
Sales & Marketing Director, IP-Max SA.
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