Wealth Management in Vevey
Independent, discretionary wealth management for private clients in Vevey and the surrounding region.
On the Vaud Riviera, Vevey combines Nestlé’s global headquarters, an international population and a wealth clientele often approaching retirement. Sussland Group offers independent management and coordinated wealth planning 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.
Retirement and wealth on the Riviera
Vevey questions often centre on the move into retirement: second-pillar withdrawal, staggering 3a accounts, durable investment income and transmission. We build portfolios suited to that horizon and coordinate Vaud tax and succession.
How we work with Vevey 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 Vevey clients
Frequently asked questions
Do you help plan retirement in Vevey?
Yes. We plan second- and third-pillar withdrawals, exit taxation and durable investment income for clients near retirement.
Do you handle international situations?
Yes. The Riviera has many foreign residents; we coordinate cross-border assets, reporting and tax compliance.
Based in or around Vevey? Let’s talk.
Book a Free One-Hour Consultation