Wealth Management in Lausanne
Independent, discretionary wealth management for private clients in Lausanne and the surrounding region.
Just along Lake Geneva from our Geneva base, Lausanne and the wider canton of Vaud are home to a growing community of entrepreneurs, executives and families. Sussland Group serves them with the same independent model we bring to Geneva: your assets stay with the custodian bank of your choice, and our advice is free of any product-selling conflict.
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.
Tax and planning in the canton of Vaud
Vaud levies income and wealth tax at cantonal and communal level, and the burden sits higher than in some neighbouring cantons — so how you structure your affairs genuinely matters. Our tax advisers help Lausanne clients claim every deduction, make full use of pillar 3a, and plan efficiently across all three levels of Swiss taxation.
How we work with Lausanne 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 Lausanne clients
Frequently asked questions
Do you meet clients in Lausanne?
Yes. We serve private clients across the Lake Geneva region, in person and remotely, from our Geneva base a short train ride away.
Is Vaud a high-tax canton?
Vaud’s income and wealth tax sits on the higher side among Swiss cantons, which makes efficient structuring, pillar 3a planning and deduction optimisation especially valuable.
Do you also handle pensions and succession?
Yes. We coordinate investments, pension (pillars 2 and 3a), real estate and succession so the whole picture works together.
Based in or around Lausanne? Let’s talk.
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