Liberty Wealth Information

Liberty Wealth is a Swiss based International Wealth Management company. The business specialises in helping international and expatriated workers understand the financial system and environment within Switzerland. This assistance ranges from explaining the tax environment to the property market and ultimately extends to helping people understand all of the financial products that may be available and applicable to them within their new home. Specifically, the company specialises in providing advice within the following areas; INVESTMENT ADVICE Both on regular savings and lump sum investments US NON-RESIDENT WEALTH MANAGEMENT Providing assistance on your American pension and investing options whilst outside the US PROPERTY FINANCING SERVICES Helping you to find the perfect financing solution for buying properties within Switzerland and abroad ON-LINE FOREIGN EXCHANGE Make foreign exchange transactions and payments, easily and on-line with complete price transparency and security PENSION TRANSFERS Let us help you transfer old, dormant pensions within the Eurozone into a new tax efficient pension that you control FINANCIAL PLANNING We can help you understand the costs involved in buying property, educating your children and retiring. We’ll then be pleased to show you whether or not you are on track to achieve your desired objectives INTERNATIONAL BANKING Current accounts available in EUR, GBP and USD. High interest deposit rates, on-line banking and more..