PCC Wealth
Tap a star to rate
PCC Wealth brings international experience to Swiss-based expats, managing portfolio transitions, tax-aware investment positioning, and ongoing wealth coordination. They combine Swiss tax knowledge with understanding of the countries expats come from, reducing friction when you're consolidating accounts, repatriating funds, or restructuring an investment portfolio. Their advisory covers both the tactical setup and the long-term wealth stewardship expatriates need.
Good for mid-to-high-net-worth expats (likely 250,000 CHF and up) who want investment management alongside tax guidance. If you have investments in multiple countries and want a single advisor to coordinate, PCC's international lens prevents costly gaps that single-jurisdiction advisors might miss. Smaller savers will find their service minimums less practical than boutique alternatives.