Swiss wealth management for complex, international situations
Zacharias is a Zurich-based, FINMA-licensed portfolio manager focused on complex cross-border wealth structuring, asset protection, and long-term wealth management for international clients.
What we do
We advise a limited number of clients on situations such as:
- Structuring and managing wealth across multiple jurisdictions
- Supporting clients with complex or evolving financial situations
- Coordinating legal, tax, and banking relationships internationally
- Designing structures for asset protection and appropriate levels of privacy
- Managing assets that do not fit into traditional bankable frameworks
- Providing portfolio management within a broader structural context
In many cases, we are involved where existing structures no longer work as intended.
How we work
We operate as a senior, execution-focused partner:
- Direct involvement of senior professionals throughout
- Continuous oversight from design through implementation
- Close coordination with banks, legal advisors, and tax experts
- Discretion, continuity, and long-term alignment
Our role is to bring structure and execution discipline to complex situations.
Portfolio management
Portfolio management is part of what we do, not the core of why clients come to us.
We manage portfolios where:
- Assets are part of a broader structure
- Liquidity needs are aligned with legal or strategic constraints
- Capital preservation and flexibility are prioritized
Who we work with
We typically act for:
- International high-net-worth individuals and families
- Entrepreneurs with cross-border structures
- Family offices requiring deep structuring expertise and compliance know-how
- Large corporates facing multi-jurisdictional structuring challenges
- Clients relocating or reorganizing their wealth
Engagements are selective and usually originate through existing relationships.
