Swiss Partners was founded with the goal of assisting our clients with many aspects of their financial lives. We’ve provided the most personal service available, with the goal to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.
Not only do your investment strategies need to align with your goals, they should also work within your risk tolerance level. We take all this into account when we perform our extensive portfolio review, while also figuring in your specific time horizon, investment objectives, tax efficiency and inflation impact. We also design, implement and monitor your portfolio.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call.
is an independent company established under Swiss law, licensed and supervised by the Swiss Financial Market Supervisory Authority (‘FINMA’) as legal representative and as distributor of foreign collective investment schemes for qualified and non-qualified investors. We operate within the framework of the Swiss Collective Investment Schemes Act (CISA) and offer two types of services for funds catering to qualified and non-qualified investors.
Swiss Partners Representative servicesWe work with selected funds that have undergone strict due diligence – covering legal, operational and investment criteria – and that cater to qualified and non-qualified investors. We are careful about which funds we represent, and we maintain a strict focus on the delivery of high quality services to our clients. These include customized services if these are required.
Our team members have an average of many years of experience in leadership roles in the financial services sector in Switzerland and the world.
Moises is a highly accomplished Business Development Director with knowledge of all sales processes, demonstrating solid analytical and team management skills. With more than 10 years of experience in the financial services industry, a Proven track record of generating new business through strategic negotiation while cultivating new relationships with key decision makers. Develops new accounts through effective cold-calling and networking initiatives, leading to sales quota achievement year after year.
Moises was responsible for the Swiss expansion of several companies specialized in asset-based Finance. Fluent in English, French, Portuguese, Spanish and with good proficiency in Italian he is a skilled international negotiator and recognised thought leader in the industry. Powered with well-developed qualifications acquired from comprehensive experience in diverse areas focused on Account Manager Currency Cloud, Account Manager MoneyGram Payment System, and Regional Coordinator Via Express SARL, he is a skilled international negotiator (he lead the Chinese company Shanghai longwin supply chain management and Swiss company Motorex oil negotiations) and he is a recognised thought leader in the industry.
Consistently provides high-quality service by focusing on professional, ethical standards and maintain long-lasting client relationships.
Expert in brand building, business development, management and entrepreneurship. Since 2012 Brand Manager at Procter & Gamble.
Previously Entrepreneur in Residence at Rocket Internet Zalora South-East-Asia and then director of operations for Nova Founders Capital Glasses Online Malaysia. Holds a double-degree in Business Management from Bocconi University and CEMS at HEC Paris.
Expert in finance, business development, management and entrepreneurship. Since 2013 Financial Manager at Procter & Gamble, COTY and Kellog’s.
Previously Analyst Consultant at BCG and then Entrepreneur in Residence at Rocket Internet Zalora South-East-Asia. Holds a double-degree in Business Management from Bocconi University and CEMS at ESADE.
Swiss Partners Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 and the Payment Services Regulations for the issuing of electronic money and the provision of payment services with FCA register, Swiss Partners Limited is registered with the UK Data Protection Act Registration.
Swiss Partners Limited will be a member of and regulated by The Financial Services Standards Association (VQF), officially recognized by the Federal Financial Market Supervisory Authority (FINMA). It will also hold a BOVV license, Industry Organization for independent Asset Managers with “rules of professional conduct for the practice of asset management” officially recognized by the Federal Financial Market Supervisory Authority (FINMA).