Wealth Management
Wealth Planning
We support our clients in defining and implementing a comprehensive wealth strategy, integrating tax, succession and family governance dimensions.
Our Approach
Comprehensive wealth strategy, tax and succession planning, family governance. We adopt a holistic approach to preserving and transferring wealth across generations, taking into account the full range of legal, tax and family parameters specific to each situation.
Our Services
Comprehensive wealth audit, tax optimisation, succession structuring, family governance implementation, coordination with legal and tax advisors, intergenerational transmission planning and support in structuring family holding companies.
Our Commitment
Bespoke, not off-the-shelf
Bank of Sion is not a financial product reseller. We offer neither standardised in-house funds nor off-the-shelf products. Every solution is bespoke, built around the objectives and constraints of each client.
Absolute confidentiality, long-term relationships and exclusive access to our proprietary investment opportunities fundamentally distinguish our approach.
Our integrated banking model enables every Wealth Management client to benefit from the full range of the group's capabilities: financial advisory, co-investment, market access.