Passion & Talent
Hard Work & Dedication
Breakthrough
Success
Next Step
You make sure you perform on the pitch,
We make sure you perform off the pitch.
The next step
Fase Wealth
The financial advisory who is committed to transform your high but short-lasting career earnings into long-term family wealth.
Our main goal is to make sure our clients can maintain their hard-earned lifestyle and comfort well beyond their professional careers. But we don’t just stop there; we will slowly but surely help you grow your assets for future generations. This process needs hard work, skill, dedication, knowledge and patience but luckily you are at the right destination.
The Fase Difference
Fase Wealth is the ideal partner when it comes to long-term wealth accumulation. With us as a strategic partner, you will access untapped and sustainable financial potential.
We accompany you at any stage of your career, jointly develop a game plan and adapt the defined strategy if necessary. We do not believe in selling products but in offering solutions. This is how we accompany our clients and their families throughout the entire life cycle. Our Swiss heritage and our international network help us to find the best solutions for our customers all over the world.
01
Alignment of Interests
02
Network Effect
03
International Focus and Swiss heritage
04
Long Term Oriented
05
Credibility
How we create Value
We have an in-depth understanding of the management of high net-worth individuals funds and an extensive network of top-tier investment professionals all over the world.
At Fase Wealth we leverage our knowledge and relationships to offer athletes custom financial solutions that are tailored to their unique situation and stage in life. We want to help you achieve the transition from the financial dependency of a paycheck to the living off the dividends of your assets and enjoying peace of mind regarding financial matters.
Passion & Talent
Hard Work & Dedication
Breakthrough
Success
Next Step
You ensure outstanding performance in your field,
while we ensure excellence across all other domains
The next step
Fase Wealth
The financial advisor who is committed to transforming your entrepreneurial success into long-term family wealth.
Our primary objective is to ensure that our clients can sustain their hardearned lifestyle and comfort well beyond their professional careers. However, we don't stop there. We will gradually and steadily assist you in growing your assets for future generations. This process requires hard work, expertise, devotion, knowledge, and patience.
You are at the rightdestination.
The Fase Difference
Fase Wealth is the perfect partner for long-term wealth accumulation. As your strategic partner, we help you unlock untapped and sustainable financial potential.
We support you at every stage of your entrepreneurial journey by collaboratively developing an action plan and adapting it when necessary. We do not sell products; instead, we offer solutions that accompany our clients and their families throughout their entire life cycle. Our Swiss heritage and international network enable us to find the best solutions for our customers worldwide.
01
Alignment of Interests
02
Networking effect
03
Swiss heritage and International Focus
04
Long term oriented
05
Credibility
How we create value
We possess an in-depth understanding of managing the funds of ultra high networth individuals, as well as an extensive network of top-tier investment professionals worldwide.
At Fase Wealth, we leverage our knowledge and relationships to provide entrepreneurs with customized financial solutions that are tailored to their unique situations and life stages. Our aim is to help you transition from your entrepreneurial activities to a well-balanced and adjusted overall allocation of your family’s wealth. Our experience running a singlefamily office for a successful entrepreneurial family has enabled us to better understand our clients’ needs.