Established in 2010, our team is composed of professionals specializing in various areas including advisory, asset management, client service, administration, and compliance. This comprehensive approach allows us to address all aspects of our clients’ financial needs. Our operations are guided by the stringent regulations of Switzerland and the European Union, providing our clients with the assurance of integrity and security.
At MWC Group, we pride ourselves on standing apart from other financial service providers. Here’s how:
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Global Expertise: We bring to the table a wealth of global expertise, offering international wealth management and cross-border investment solutions. Our team has an in-depth understanding of tax systems across various countries, including France, Cyprus, and Portugal.
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Comprehensive Services: Our services span a wide spectrum, encompassing advice, asset management, client servicing, administration, and compliance. We specialize in analyzing existing portfolios and demonstrating paths towards more fruitful investment solutions.
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Personalized Approach: We understand that each client is unique. That’s why we adopt a whole-of-market investment approach, ensuring that every strategy we devise is as unique as the clients we serve.
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Regulated Operations: We operate under the stringent regulations of Switzerland and the European Union, providing our clients with peace of mind.
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Partnerships with Premier Providers: We collaborate with premier solutions providers, ranging from Swiss and Luxembourg based private banks to cutting-edge online platforms.
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Transparent Cost Model: We believe in transparency. Our cost model is clear and straightforward, with no hidden fees.
Nick Tipper - Acquisitions Manager &
David Rogers - Senior Financial Planner
Susanne Battegay - Portfolio Manager
Vision
To be the vanguard in transforming financial services through technology, enhancing business operations and client experiences, thereby setting new standards for efficiency and service excellence.
Mission
To drive growth in wealth management by embracing strategic partnerships, fintech innovation, and expansion, aiming to redefine industry standards through technological excellence and relationship cultivation.
Our Values
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Integrity: We uphold honesty, transparency, and ethical conduct in all our interactions. Trust is the foundation of our relationships with customers, partners, and employees.
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Innovation: We embrace creativity, adaptability, and forward-thinking. Our commitment to innovation drives us to find better solutions and push boundaries.
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Collaboration: We believe in the power of teamwork. By working together, we achieve more than we could individually. Collaboration fosters growth and excellence.
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Customer-Centricity: Our customers are at the heart of everything we do. We listen, understand their needs, and strive to exceed their expectations.
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Quality: Excellence is non-negotiable. We deliver products and services of the highest quality, ensuring customer satisfaction and long-term success.