The future of investing
PLAN WITH PRECISION
SERVICES
We are a Zurich-based wealth management firm specializing in personalized advisory services, including wealth preservation, growth, and succession planning. Our strategies leverage a disciplined, scientific, and systematic approach to exploit measurable market behaviors while avoiding emotional biases.
PRIVATE EQUITY
This initiative democratizes access to private equity, enabling individual investors to participate in opportunities traditionally reserved for institutional investors. By leveraging our partners expertise in growth equity investments, we aim to offer unique private market opportunities to a broader investor base.
CLIENTS
Skilled in fostering trust-based relationships and delivering tailored solutions, we offer Wealthy UK domiciled clients seamless access to Swiss wealth management services. Combining discretion, stability, and personalized advice, we align portfolios with long-term goals. Our advanced technology keeps clients informed and engaged with real-time portfolio insights, ensuring a proactive, independent advisory experience.
ABOUT US
Andrew James IFA is a Zurich-based independent financial adviser licensed with Everon AG, a FINMA regulated asset manager, and the Swiss 5 Group. We aim to provide tailored investment solutions, leveraging disciplined and systematic strategies to avoid biased decision-making. Its services target UK high-net-worth individuals, entrepreneurs, and expatriates.
Andrew James IFA emphasises trust-based client relationships and sustainable business growth, supported by innovative digital tools like a monitoring app.
OUR PARTNERS & CUSTODIAN BANKS
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