Swiss Global Consulting

Name

Swiss Global Consulting

Legal name

SWISS GLOBAL CONSULTING AG

Website

https://swissglobalconsulting.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Swiss Global Consulting AG is a privately held Swiss family office and wealth advisory firm headquartered in Baar, Canton Zug, serving high-net-worth individuals, families, real estate investors, and institutional clients across Switzerland, Germany, and Austria with integrated wealth, domiciliation, corporate advisory, investment management, and real estate development services.

Ownership category

akta.pro rank

Product category

Family Office and Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Offices of Real Estate Agents and Brokers (5312)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Real Estate Management for Family Offices (Acquisition, Development, Property Ops) (FSAAADAI)

Keywords

• Wealth advisory
• Family office services
• Swiss domiciliation
• Corporate advisory
• Real estate investment management

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Advisory and Consulting Services: The company generates revenue through professional advisory and consulting fees for services including wealth structuring, domiciliation, corporate consulting, and investment management. Revenue is derived from ongoing client mandates and project-based engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Swiss Global Consulting AG delivers holistic family office and wealth advisory services to high-net-worth individuals, families, and institutional clients, including financial planning, tax planning, liquidity and risk analysis, and performance monitoring. The firm also provides Swiss domiciliation for individuals and companies, corporate consulting covering legal structures and administrative tasks, investment management in real estate and corporate participations, and project management services for real estate development across Senior Living, residential, retail, office, logistics, and hotel asset classes.

Product overview

Swiss Global Consulting AG operates as a unified family office and wealth management platform offering integrated financial services. The core offering centers on the Family Office service, which encompasses four interconnected modules: Vermögensberatung (Wealth Advisory) for comprehensive financial planning and asset structuring, Investitionsmanagement (Investment Management) for real estate and corporate investment management, Domizilierung (Domiciliation) for Swiss residency and company establishment, and Unternehmensberatung (Corporate Advisory) for business optimization. The company also provides dedicated Investment services for structured real estate investments, Real Estate consulting for portfolio management, and Development services for property project management. All services are designed to work holistically to serve high-net-worth individuals, families, and investors seeking integrated wealth management, corporate advisory, and real estate investment solutions primarily in Switzerland, Germany, and Austria.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Holistic family office services providing comprehensive wealth management, corporate advisory, investment management, and domiciliation services for high-net-worth individuals and families.
• Vermögensberatung (Wealth Advisory) Comprehensive wealth structuring including financial planning, liquidity planning, risk calculation, tax planning, performance monitoring, and transparent reporting for clients seeking holistic asset structuring.
• Investitionsmanagement (Investment Management) Investment management services covering real estate analysis, portfolio recommendations, monitoring and controlling of investment decisions, and management of company participations and club deals.
• Domizilierung (Domiciliation) Specialists in Swiss domiciliation services including personal residency planning, company formation, and ongoing company administration in Switzerland.
• Unternehmensberatung (Corporate Advisory) Corporate advisory services including legal structure review, optimization of internal and external business processes, market positioning, and administrative support such as bookkeeping and tax filings.
• Investment Structured investment solutions focusing on acquisition of existing properties and land with value-add potential in European major cities, managing due diligence processes and real estate financing.
• Real Estate Real estate consulting services including strategic portfolio optimization, project management, asset management, development, and investment offerings across various asset classes.
• Development Project management and development services for properties including Senior Living, residential, retail, office, logistics, and hotel projects, including repositioning and revitalization of existing properties.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Partner companies (unspecified)minorOthersThe company references partner enterprises (Partnerunternehmen) that assist with administrative matters such as bookkeeping, tax returns, and annual financial statements for clients.

Scale indicators1 record

Expansion highlights3 records

Direct peers

• Lienhardt & Partner Privatbank Zürich: Swiss boutique private bank providing wealth management, family office, and corporate advisory services. Closely comparable in size, scope, and Swiss-onshore positioning to Swiss Global Consulting AG, with similar integrated service modules.
• E. Gutzwiller & Cie Banquiers: Historic Swiss private bank in Basel providing wealth management, asset management, and family office-type services with a multi-generational HNW clientele. Comparable boutique Swiss wealth advisory with strong real estate and corporate finance capabilities aligned to Swiss Global Consulting AG's family office offering.
• Mirabaud Group: Swiss private banking group with wealth management, asset management, and corporate advisory services for HNW individuals and families. Comparable multi-service Swiss platform serving similar clientele with overlap in discretionary mandates and corporate advisory.
• Hyposwiss Private Bank: Swiss private bank headquartered in Geneva offering wealth management, family office, real estate advisory, and corporate services to HNW clients. Highly comparable to Swiss Global Consulting AG in scope (modular family office offering) and Swiss positioning, with similar boutique scale and DACH/international client focus.

Broad incumbents

• J. Safra Sarasin: Swiss private bank with wealth management, investment management, and corporate advisory services for HNW clients. Comparable service mix (wealth advisory, investment management, corporate advisory) to Swiss Global Consulting AG, but at significantly larger scale and with global distribution.
• Julius Baer: Major Swiss private bank specializing in wealth management for HNW and UHNW clients globally. A broad incumbent in the same Swiss wealth advisory space where Swiss Global Consulting AG competes, with much larger scale and broader product capabilities.
• Edmond de Rothschild (Suisse): Swiss-anchored private banking group serving HNW families with wealth management, asset management, and real estate advisory services. Comparable integrated wealth and real estate offering to Swiss Global Consulting AG, with broader European footprint and larger AuM.
• Pictet Group: One of Switzerland's largest wealth and asset managers with global footprint offering family office, wealth management, asset management, and custody to UHNW clients. A scale-incumbent counterpart to Swiss Global Consulting AG, addressing the same client archetype with broader capabilities and deeper resourcing.

Regional players

• VP Bank Group: Liechtenstein-headquartered private bank offering wealth management, family office, and investment management services primarily in Liechtenstein, Switzerland, and other European centers. Regional peer with adjacent DACH/European footprint and similar HNW/family office client focus though operating from a different domicile.

Others

• Northern Trust (Wealth Management): Global custodian and wealth manager with a dedicated Family Office Services practice serving UHNW families with multi-jurisdictional needs. Not a direct competitor but a benchmark for what scaled, tech-enabled family office services look like, and a relevant comparison point for cross-border servicing capability.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/swiss_global
• LinkedInlinkedin.com/company/swiss-global-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swiss Global Consulting