We all have visions but in order to turn them to reality, more than determination, a sound finance is the crucial factor.

At Vertex Services, we make it happen. As a Swiss advisory boutique regulated by PolyReg under FINMA for financial intermediaries referred to Article 2 Para. 3 of the Swiss Federal Law on combating money laundering, we are committed to professionalism, transparency and integrity.

With the funds entrusted to our advisory, we design investment strategies fully aligned with your goals, risk profile and time horizon. Through open-architecture investment platforms, we provide access to a wide range of opportunities, including mutual funds, ETFs, fixed income, money markets and structured products in all major currencies. Unlike predefined bank portfolios, our solutions are flexible and built entirely around your needs.