The 5 best financial advisors in Zurich to help you save time and money
Managing your finances can be stressful and overwhelming, especially when you’re juggling bills, investments, and long-term goals. And honestly, keeping everything in check can weigh on your mind more than you realise.
Also, trying to handle it all on your own can lead to mistakes and even missed opportunities. Luckily, we have the best financial advisors in Zurich who can help us move our money well while planning our future.
So if you’re looking to plan smarter, grow your wealth, or maybe just reduce financial stress, continue reading as we’ve rounded up the best advisors that we trust the most.
How much do financial advisors charge in Zurich?
Financial advisors in Zurich typically charge CHF 300 per hour. Meanwhile, some of them also charge a percentage of assets ranging from 0.5 to 1% annually, flat fees, or commissions on products.
1. Caputo & Partners
Address: Talstrasse 20, 8001 Zürich
Contact Details: +41 43 508 24 59
Operating Hours:
- Monday – Friday: 9:00 AM – 5:00 PM
What sets Caputo & Partners apart is that they are an internationally oriented boutique law firm with 30 years of banking experience and networks within the Swiss private banking world.
Right off the bat, you will notice that they don’t write long letters to banks as most firms do. Instead, they actually know most banks and senior bankers personally and prefer meeting decision-makers directly.
They are also a great option if you need help with out-of-court settlements, negotiating with banks, asset protection, or private banking issues.
Moreover, the financial advisors have prior professional experience in Swiss Banks, which explains why they know exactly how banks think and operate.
One thing we liked is that there’s no lengthy onboarding process. Even better, you can get your case evaluation for free, and they charge flat fees instead of confusing (and costly) hourly billing.
However, since their niche focus is on asset protection and banking, Caputo & Partners might not be the best fit if you are just seeking general financial planning.
On a lighter note, we love that they can work across time zones. They accommodate calls even if you are not in Zurich, which is very handy if you encounter a financial emergency while you are abroad.
Free yet comprehensive phone consultation
“Great phone consultation with Caputo and Partners. Gave me expert advice on inheritance asset search in Switzerland. I really appreciated their kind approach to free help on the phone, His knowledge impressed me and I am very gratefull.Highly recommended.”
Mariam AN, Google Review
Honest and transparent approach
“I had a fantastic consultation with the Caputo brothers. They gave me expert advice on asset management, banking strategies, and wealth management. The session was really insightful, covering everything from investment returns and fee structures to why external asset managers can be a better choice. I really appreciated their honest and transparent approach, pointing out the conflicts of interest in traditional banking and offering practical solutions for better financial management. Their knowledge is pretty impressive, to say the least 🙂 Highly recommend!”
Johnny Wiet, Google Review
2. Huber & Bruderer
Address: Bodmerstrasse 7, 8002 Zürich
Contact Details: +41 44 211 11 88
Operating Hours:
- Monday – Thursday: 9:30 AM – 4:00 PM
- Friday: 9:30 AM – 11:30 AM
With over 25 years of experience, Huber & Bruderer has been helping clients in Zurich build wealth and plan for the future.
One of the things we liked right away was how versatile their services are. You can tap them if you need an independent insurance review or even to complete your tax return, which suggests they are not just here for investments.
However, this firm is not a bank or a full wealth manager. So, for those of you who want direct investment execution, you still need to work with a bank or broker separately.
They also work with clients ranging from individuals and families to doctors, self-employed professionals, and even corporations.
We also appreciate how they approach financial advice. We love that they emphasise independent financial planning, meaning they don’t sell their own products or push specific investments.
Instead, they take time to really analyse your whole situation and design advice that fits you, rather than a product they want to move.
We also love working with them, as they are part of an Ombudsstelle for financial service providers, giving you a fair route to handle complaints if something ever goes sideways.
We also appreciate their team for listening thoroughly and explaining things without jargon.
Can provide valuable recommendations even in complex cases
“For me, financial advice is important with regard to my future plans. It gives me the security of not having to plan everything myself, but rather receiving independent, expert advice. I found exactly this kind of advice with Mr. Bruderer and am very satisfied. He took his time, addressed me and my situation as an equal, and provided me with competent advice and valuable recommendations, even in a complex case.”
Sabu, Google Review
Addresses personal needs without any pressure
“The consultation with Huber & Bruderer was very straightforward and insightful.
My current financial situation was analyzed with great care and a high level of expertise. My personal needs were addressed individually, and at no time did I feel pressured into anything. I received a clear overview of my financial situation, including helpful tips on what I should pay attention to in the near future and how I can best shape my financial future. The recommendations were transparent, understandable, and comprehensible. I highly recommend financial advice from Huber & Bruderer. I look forward to continuing our collaboration and thank you again for your support.”
linus rutishauser, Google Review
3. Chase Belgrave
Address: Dreikönigstrasse, 8001 Zürich
Contact Details: +44 20 3343 2682
We decided to look into Chase Belgrave because not only have they been around since 2004, but they are also part of a regulated, internationally connected network.
This financial advisory firm is powered by Lawsons Network, which is itself regulated by FINMA, Switzerland’s independent financial markets regulator, as an insurance intermediary.
Moreover, they are also members of ARIF, a Swiss self-regulatory body for financial intermediaries focused on fighting money laundering. Plus, they are affiliated with SO-FIT, a body overseeing financial professionals under Swiss law.
What we love about them is that they provide services not just in Switzerland but also throughout Europe, the United Arab Emirates, and the United States of America. This is thanks to their cross-border regulatory partnerships.
This also explains why they are one of the top choices for international individuals, expats, and cross-border planners. In fact, expat clients love getting help with pension transfers and international pension planning.
However, it’s worth noting that their regulatory footprint appears complex. We suggest that you confirm exactly how your advice or investments are overseen, given their international structure.
Meanwhile, you can also tap them for the usual range of classic financial planning needs, including retirement planning and wealth management.
Transparent explanations
“I found John and Chase Belgrave through an internet search for ways to resolve questions about getting UK retirement funds in to the US. I found John to be helpful and transparent in his explanations and feel that the advice he provided was in my best interest. I strongly recommend Chase Belgrave and John to assist you in your financial planning.”
Anne C, Google Review
Carefully walks through the client
“Chase Belgrave’s John O’Leary is one of the top expat financial advisors in the business! I was walked through every step of the process of transferring my UK pension to an international SIPP by him. He made me feel at ease with his thorough knowledge of the process, and I would hardly have known that there was a time difference.”
Rosie Olson, Google Review
4. Survista Financial Advisors
Address: Stockerstrasse 12, 8002 Zürich
Contact Details: +41 44 405 28 00
Operating Hours:
- Monday – Friday: 7:30 AM – 6:00 PM
Founded in 2008, Survista Financial Advisors has been building wealth and offering financial advice in Zurich with a clear emphasis on careful asset management and solid planning.
What we really appreciate about this financial advisory firm is its independent approach. Survista is 100% employee-owned, so they aren’t selling products just to meet a quota. Instead, they aim to suggest strategies they would follow themselves.
Here, their core focus is on asset management, so if you want tailored investment advice and wealth preservation, then you have come to the right place.
We love that they follow a systematic investment process based on independent analysis, too, so your portfolio isn’t left to guesswork.
Aside from wealth and risk management, this firm also offers family office services, which are ideal for those considering multi-generational planning.
Just keep in mind that this service comes with higher minimums, so it’s not advisable for those with smaller portfolios.
Even so, you can enjoy their web-based access to consolidated portfolio details, so you can easily see how your assets are performing wherever you are.
Great long-term solutions
“Survista Financial Advisors AG offers outstanding, professional, and independent financial advice. Roland Iseli and his team stand for innovative, long-term solutions. I highly recommend them!”
Christine Arndt, Google Review
Proactive in finding the best financial solutions
“Survista Financial Advisors AG isn’t your run-of-the-mill asset manager, but a company that consistently goes the extra mile. They impress with their innovative strength, continually finding new solutions that truly make a difference. Here, we don’t just manage, we actively shape things. A clear recommendation!”
Fabricio Bolla, Google Review
5. Descartes
Address: Parkring 7, 8002 Zürich
Contact Details: +41 44 523 66 77
Operating Hours:
- Monday – Thursday: 9:00 AM – 12:30 PM, 2:00 PM – 6:00 PM
- Friday: 9:00 AM – 12:00 PM, 2:00 PM – 4:30 PM
Another great option for expats and globally mobile investors in Zurich is Descartes, especially if you are into modern, tech-friendly wealth management. They have been around since 2008 and have slowly built a reputation as forward-thinking without being robotic.
What we love about them is that they consistently rank highly in independent rankings such as the BILANZ and finanzen.ch lists. This gives us more confidence that we are dealing with one of the top wealth managers in Switzerland.
What sets them apart is their hybrid model, which gives you the convenience of working with a robo-advisor. It’s a handy option if you like managing things online. On the other hand, you can still talk to an actual person when you need to.
You will also love that they offer flexible strategies tailored to your risk level. Moreover, they offer options with Bitcoin exposure, which is quite impressive given how conservative most Swiss advisors are.
And if you are someone who’s still building wealth or just wants an easier entry point, you can take advantage of their mobile application, where you can start investing as little as CHF 10.
However, the hybrid setup might feel a bit non-traditional for the elderly or even those who are more confident with old-school setups.
Aimed at investors who want to hold a high equity allocation with less risk
“Descartes’ active approach to minimum risk strategy is aimed at investors who want to hold a high equity allocation with less risk.”
D. Bergmann, Website Review
Committed to a transparent and fair fee model
“With the all-in fee, you avoid hidden fees. Descartes is committed to a transparent and fair fee model.”
Tania Monroy, Website Review