Wealth Management in Montreux
Independent, discretionary wealth management for private clients in Montreux and the surrounding region.
Montreux, the Riviera gem known for its jazz festival and Lavaux vineyards, draws international residents, wealthy retirees and property owners. Sussland Group provides independent wealth management and coordinated tax and succession advice here.
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.
Property, tax and succession in Montreux
Between prestige property, investment income and foreign residents, Montreux situations call for careful coordination of wealth tax, imputed rental value and transmission. We connect these to your investment strategy.
How we work with Montreux 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 Montreux clients
Frequently asked questions
Do you serve Montreux’s foreign residents?
Yes. We coordinate cross-border assets, compliance and, where relevant, lump-sum taxation.
Do you factor property into planning?
Yes. We account for imputed rental value, wealth tax and financing within an overall wealth strategy.
Based in or around Montreux? Let’s talk.
Book a Free One-Hour Consultation