• A very good and highly interesting newsletter. Your publication leaves anything else in the dark.

    Mr. JK, Duesseldorf, Germany

  • We have built a very good and pleasant business relationship over the years. A very recommendable company for all insurance needs. I am looking forward working with you.

    Mr. JS, Cape Town, South Africa.
  • My claim was handled so fast – no insurance company in Germany could ever compete with your service.

    Mrs. RK, Sea Point, South Africa

  • We have mandated you to organize our immigration, off-shore tax planning and insurance matters. We are highly impressed with the professional service and have recommended your company to friends.

    Mr. WK, Somerset West, South Africa

  • Just to let you know that we finally received our 6 year extension to our business permit. Once again, many thanks for your help and advice in this matter.

    Mr. K., Camps Bay, Cape Town

  • I have never experienced such an efficient handling of a claim. We are very happy and will recommend your services.

    Mrs. K, Somerset West, South Africa.
  • Thanks for your newsletter, which we find very interesting and informative.

    PH, Loenberg, Germany

  • Excellent service – thank you very much!

    Mr. KZ, Contantia, South Africa.

  • Compared to the claims settlement of German insurance companies, it was amazing to see how fast you settled my claim. Thanks a million!

    Mr. H., Constantia, Cape Town

  • Your staff has persuaded me to lodge the insurance claim. I am very grateful for your assistance.

    Mrs. MM, Milnerton, South Africa

Swiss Banking South Africa
Swiss Banking
Our Swiss private banking services differ in many ways from traditional offerings.

  • We are independent and will open the investment account at the bank of the client’s choice (Credit Suisse, UBS, Bank Julius Baer, Kantonalbank Lucerne, VP Bank and others).

  • We do not have our own products and funds and will not incorporate assets that are not beneficial to your investment strategy.

  • We do not take any “kick-backs” from banks or investment funds. Any commissions received are refunded to our clients. There is no conflict of interest by having to turn over your portfolio in order to earn fees.

  • We only charge our asset management fee, which is either a fixed percentage, a profit-share with a high-water mark or a combination of both. You decide how we will be remunerated.

  • Offshore tax and estate planning is an integral part of our service. No investments are concluded if these criteria are not optimised. We have structures in place with banks and insurance companies to make sure that our worldwide tax liability is optimized. There is no additional fee charged for this service. For more information click here.

  • We incorporate offshore life wrappers, trust, companies and “Stiftungen” in your investment and estate planning strategy, if the use of them is to your benefit.

Click here for more information on our tax-compliant wrapper.

Please feel free to contact us if we can be of further assistance. You can be assured that your enquiries are dealt with utmost confidence.

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Contact Our Team


 Phone: +27 (0)21 551 3331
Fax: +27 (0)21 551 8061
Email: info@swissfin.co.za

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