Imperial Wealth Planning (IWP)

IWP pioneered online financial advice in Switzerland as the country's first regulated digital wealth manager. They focus on simplifying pension planning and wealth management for investors who prefer a streamlined, app-driven experience over traditional in-person consultations.

IWP works best if you want faster onboarding without the overhead of legacy institutions. The digital-first model keeps costs lower, but it suits self-directed investors comfortable managing their finances through a platform rather than with a dedicated advisor.