We are where you are. Tailor-made. Holistic. For you.
Our services for private clients comprise personalized, professional solutions in the ares of investments, finance, mortgages, real estate, law, tax, insurance, and pension. Perfectly aligned with your circumstances.
At smzh, we combine in-depth specialized knowledge with an individual approach to perfectly tailor your investment strategy to your goals and circumstances. Whether you are a novice or an experienced investor – our independent advice creates new perspectives and sustainable opportunities for you.
Your individual risk profile is the key to a successful investment strategy. It supports you in seizing opportunities in a targeted way and control risks while not losing sight of your personal objectives and risk tolerance.
A solid investment strategy is based on your objectives, risk appetite, and financial situation – the foundation of lasting success.
From advice to a mandate: Tailored solutions for every requirement. We accompany you personally, efficiently, and with a clear focus on your objectives.
Continuous evaluation for lasting success: Optimal portfolio monitoring.
In this episode of the "SCHWEIZER ERFOLG" podcast, our CEO Gzim Hasani discusses entrepreneurial opportunities, strategic investments, and the meaning of leadership. A conversation full of valuable insights for entrepreneurs, investors, and anyone who seeks a future in the financial industry.
We always act responsibly toward our clients, partners, and society by exercising utmost care in every decision we take.
The requirements and objectives of our clients are at the heart of our daily work.
Trust is the foundation of our work – we safeguard it by always seeking the best possible solutions for our clients.
We seek sustainable and long-term solutions for our clients.
We always strive to develop innovative solutions that provide genuine added value to our clients.
Our principle of independence enables us to always act in the interest of our clients.
smzh ag stands for independent, holistic, and tailor-made financial solutions that are accessible to everyone. We place great importance on regularly and directly exchanging with our clients. This enables us to know their goals and wishes, which are always at the core of all our deliberations. We do our very best to find an optimal solution regardless of your circumstances.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
