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.
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.
Learn MoreAt 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.
Learn MoreSafeguarding 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.
Learn MoreAt 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.
Learn MoreBy 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.
Learn MoreProperty 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.
Learn MoreAs 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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