Who we are
Independent Investment Advisors
We are an independent investment advisory firm based in Switzerland, serving both international* and domestic investors.
At Expertisia, we believe in the power of independence. Our approach to investment advisory services is refreshingly unique, as we charge a capped fee rather than the traditional percentage of assets under advisory. This ensures our clients receive unbiased, top-notch advice every step of the way.
With 20+ years of experience, our investment advisors specialize in guiding investors toward achieving their financial goals. In addition to investment advisory, we offer wealth strategy services for a capped fee and provide financial education through comprehensive investing courses.
Whether you’re an investor at home or abroad*, Expertisia is committed to providing the global expertise and support you need to succeed. We can meet with you in Geneva, Nyon, or via videoconferencing.
* We serve international clients, subject to solicitation and jurisdictional restrictions.
About the advisors on Expertisia
A team built on shared values
Integrity. Expertise. Care.
Behind every advice there is a human story. This is why all our advisors have strong listening and communication skills.