Wealth Management in Zurich

Independent, discretionary wealth management for private clients in Zurich and the surrounding region.

Zurich is Switzerland’s financial capital and one of the more tax-competitive cantons for private clients. Sussland Group offers Zurich residents an independent alternative to the large private banks headquartered there: your capital stays at the custodian bank of your choice, and we hold only the management mandate — keeping our advice conflict-free.

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 Zurich

Zurich’s cantonal and communal taxes are among the lowest in Switzerland, yet the choice of commune still moves the needle, and higher earners face meaningful marginal rates. We help Zurich clients optimise across the three-pillar pension system, time capital withdrawals, and structure investments tax-efficiently.

How we work with Zurich 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.

Frequently asked questions