Over 20 years of experience, trust, transparency and confidentiality.
Your partner for financial and business success
We support individuals, families and businesses across Switzerland with clear and personalised financial guidance. From retirement planning and wealth management to company formation and business insurance solutions, we provide clear advice shaped around your needs. With over 20 years of experience, we believe in transparency and long-term thinking. Vertex Services is regulated by PolyReg under FINMA supervision.
Personal Financial Planning
Good financial planning starts with understanding your priorities. We provide personalised guidance on wealth, retirement, pensions and long-term financial decisions to help you plan with clarity and confidence.
Investment and Wealth Management
Building wealth requires discipline, perspective and the right strategy. We help you structure and manage your investments with a focus on long-term stability, growth, your profile and informed decision-making.
Corporate Insurance & Pension Solutions
We support businesses with the set up and implementation of essential pension and insurance solutions, including BVG, UVG and KTG, helping you meet your obligations clearly and efficiently.