Our Services

Our Services

With the mission to meet your financial objectives throughout different life stages, Swiss Privilege provides the financial solutions necessary for a bright future for yourself and your family. Utilizing the resources from the AXA Group and other world-renowned financial institutions, Swiss Privilege brings you innovative services and distinctive benefits.

Our People

All our Relationship Managers are skillfully trained and with significant experiences in providing accurate needs analysis and constructive financial plans to our clients. Each and every one of them is industry-certified and has successfully completed our accredited induction training program at time of joining the company. They attend regular refresher and continuing professional education courses to ensure that they are kept up to date with the latest knowledge in the world of private wealth management.

Private Wealth Management

Swiss Privilege's highly professional Relationship Managers will assist in assessing your financial circumstances and specific requirements, and provide a tailor-made financial plan to meet all your needs.

Through careful analysis and review, our Relationship Managers gain an understanding of your present and future financial objectives and priorities, and ultimately determine the suggested course of actions. Amongst others, these may involve retirement planning, wealth appreciation or legacy planning for you and your family.

We will always keep you informed about your financial plans and investment performance. Other than quarterly or annual statements showing the plan values, clients may also view the plan details any time anywhere through account online services. Of course, our Relationship Managers can always be at reach for face-to-face discussion of your financial plans and needs.

Diversified Investment Options

In addition to providing you with personal Financial Assessment service, our leading investment platform offers access to a wide range of international investment options across countries, regions, sectors or themes. When making your investment decisions, you may choose a variety of investment funds that best suit your individual needs and attitude to risk.

Customized Asset Allocation

You may decide your investment asset mix tailor-made to meet your financial needs. You may choose up to 10 investment options, and the allocation spilt for future investment can also be adjusted at any time to cater for changes in your risk appetite, providing a flexible investment tool to participate in the global investment market.

Protect Yourself and Your Loved Ones

When planning for your financial future, you have to take into account the unforeseen risks of daily life that could derail your plans, such as illness, accidents and death.

Through the AXA Group, we also offer various types of insurance plans with comprehensive coverage, ranging from traditional life protection to critical illness and medical protection.