ABOUT US.
VPZ | Vermögens Planungs Zentrum AG is privately held and currently has a presence in six locations in Switzerland. To make sure that the activity is not affected by conflicts of interests, we have been absolutely independent from banks and insurance companies since our establishment in 2001. This fact qualifies our consulting services and guarantees the neutral recommendation of solutions. The specific expertise of our team members is optimised by means of selected cooperation arrangements with asset managers, banks, insurance companies, lawyers, audit companies, trust companies and property specialists.

VPZ subject to the Swiss Financial Market Supervisory Authority (FINMA) according to the Swiss Money Laundering Act (MLA), is involved in the Financial Services Standards Association (VQF) and is an active member of the Swiss Financial Advisor Association (SFBV).

.

SFBV
OUR PARTNER ORGANISATIONS.


SKO




IFJ