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WISL WEALTH WAY

Financial planning for your
life projects

Benefit from our advisory approach

With WISL Wealth Way, you can look to the future with confidence and respond flexibly to changes.

Identify Life Goals

We will help you identify both your short-term and long-term goals to understand what you aspire to achieve in life.

Develop a Wealth Management Plan

We will organize your finances and create a tailored plan focusing on three key strategies: liquidity, longevity, and legacy.

Annual Financial Check-Up

We will conduct annual reviews or adjustments whenever significant life changes occur, ensuring that you remain aligned with your financial objectives.

Connect with us

Together, we can help you pursue your goals.

Why WISL is your right partner

Benefit from the expertise of the world’s leading wealth manager. Every step of the way.

Globally connected, locally active

As a leading and truly global wealth manager, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks. We are present in all major financial centers worldwide.

Excellence for the long term

Drawing on 300 years of banking tradition, we combine the expertise to offer unmatched quality and craftsmanship. Our approach is founded on a proven track record, with a focus on excellence in every aspect—from our team to our solutions and services.

Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to WISL’s full capabilities, world-class research for your investments and connectivity to peer networks.

The three key strategies

In our consultation, we will collaborate to identify three key strategies—liquidity, longevity, and legacy—that will shape your personalized wealth management plan. This approach will help you meet both your immediate and future life goals.

Liquidity for
today

Ensure you always have sufficient liquidity to support your current lifestyle, covering aspects such as:
 

  • Leisure activities and vacations

  • Tax obligations

  • Emergency funds

Longevity for tomorrow

Utilize your wealth strategically to safeguard your assets over the long term, ensuring you can meet all your life goals, such as:
 

  • Ensuring a comfortable retirement

  • Covering future health and long-term care costs

  • Acquiring a second property

Legacy for
others

Decide what matters most to you and how you wish to benefit future generations or contribute to society, for instance through:
 

  • Establishing a family legacy

  • Engaging in philanthropic efforts

  • Planning wealth transfer to future generations

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