Wealth Management in Basel
Independent, discretionary wealth management for private clients in Basel and the surrounding region.
Basel’s economy is anchored by life sciences and industry, and many of its residents hold cross-border ties to France and Germany. Sussland Group helps Basel clients manage their wealth independently — assets held at the custodian of their choice — and navigate the tax questions that come with a tri-border life.
Why an independent manager
Sussland Group is independent. Your capital stays at the custodian bank of your choice, and we hold only the management mandate — never your assets. That removes the product-selling conflict built into many bank relationships, so our only interest is the performance of your portfolio: bank-quality management with an added layer of custody protection and genuinely impartial advice.
Cross-border tax in Basel
Cross-border residence and assets add real complexity: withholding tax, worldwide-income reporting, and coordination between the Swiss, French and German tax systems. Our advisers specialise in exactly these situations, helping Basel clients stay compliant while structuring efficiently.
How we work with Basel clients
Most relationships begin with a free, no-obligation conversation about your situation, goals and tolerance for risk. From there we design a discretionary mandate, coordinate with your existing bank and, where useful, your tax adviser and notary — meeting you in person or by video, with continuous online visibility of your portfolio. Our advice spans the whole balance sheet: investments, pension, real estate and succession.
Our services for Basel clients
Frequently asked questions
Do you handle cross-border tax situations?
Yes. Cross-border residence and assets are a core focus — we coordinate your obligations where Swiss and neighbouring tax systems intersect.
Is my capital safe with an independent manager?
Your assets remain at your chosen custodian bank; we hold only the management mandate, so your capital never sits with us.
Based in or around Basel? Let’s talk.
Book a Free One-Hour Consultation