Investing wisely

Specialist Expertise

When you entrust your money to a third party, you expect them to know what they are doing and to have professional qualifications to back up what they say. Your money is important to you, and you want to know you are dealing with more than a shiny suit or an inexperienced beginner.

All of the professional advisors at Grether MacGeorge GmbH are educated to degree level and have extra qualifications in personal finance, law or in accountancy.

Flexible systems

As an expat your life could change tomorrow. You need to be sure your investments can be cashed in at any time without penalty, yet offer long term value. You don’t want to be limited to a single bank or insurance company.

Grether MacGeorge GmbH has partnered with Switzerland’s largest online brokers to offer you a transparent and cost-effective portfolio solution with access to all 3,000 Swiss registered funds and more. Online access plus no surrender penalties or tie-ins allow you maximum flexibility.

Always here for you

When you place your trust in an investment expert, you want them to stay around for as long as you need them. You aren’t interested in a quick sale, but want a long term relationship that is fair to you, and gives an incentive to your advisor to stay in touch, not disappear.

Grether MacGeorge GmbH is an established Basel company that has been giving long term expert help and advice to expats since the 1990’s. Having a long term relationship with your professional advisor gives you access to valuable ongoing expertise and guidance in all investment related issues.

Working within the Law for your protection

Investing money is a serious business, and you expect your professional advisors to be fully regulated and authorised by the Swiss authorities so that you are protected by Swiss Law in case anything goes wrong.

Grether MacGeorge GmbH is authorised by the Swiss Banking Commission (FINMA) to distribute investment funds and is also a fully registered Independent Swiss Insurance Broker. In addition, the company carries the full amount of Professional Indemnity Insurance required by Swiss Law.