Advantages (as advisor)

We want to build a sustainable, long-term relationship with you and to offer your clients the security of a good future.

You will keep your independence with respect to advising your clients and will remain free in your personal and business decisions. We would like you to determine your own work-life balance. You can choose to which extent you would like to get involved with back and middle-office matters. We will assist you in establishing a deputy to ensure the best possible service for your clients once you decide the moment has come: Be it during a temporary absence or towards the end of your professional career.

In this case, with our attractive earning-out-model we want you to profit from your achievements in your profession.

We want you to be able to assure your clients to the best of your knowledge: I have found the ideal solution for you.

 

 

 

PWI PRIVATE WEALTH INVEST AG
Stockerstrasse 55 
8002 Zürich
Phone +41 44 209 70 80
Fax +41 44 209 70 81