We are based near Geneva, Switzerland, and regulated by FINMA for insurance-driven investments, and by PolyReg and PolyAsset for Discretionary Asset Management. Tax-efficient insurance products are also attractive to our international clientele, and we have access to both local and offshore products from global institutions.
RDConsultancy brings together a group of partners with proven professional track-records, individually built up with over 40 years experience with major financial organisations based in Europe, the USA and Asia.
We have an extensive client list that includes high net worth individuals and expatriate executives, and additionally assist HR departments from local leading multi-nationals, commodity trading houses and hedge funds in finding fully compliant, portable and tax-efficient solutions which suit their diverse employees. We are pleased to assist all qualified investors who seek direct, and perhaps most importantly, unbiased advice on their financial situation, and with a view to both steady performance and tax efficiency..
Our goal is to give a tailor-made and completely neutral investment advisory service which covers both local and future requirements. We can offer qualified investors either a discretionary or non-discretionary service using a major Swiss bank as depository, together with Swiss-compliant and fully guaranteed insurance-based investments. Complementary to the portfolio management advice, our organisation has considerable expertise in structured products, and can provide capital protected investments to suit the individual profile.
Futhermore we provide a no-fee financial review service, and the resultant pro-active solutions which our clients approve are designed to above all protect their savings and wealth in these very uncertain and demanding markets.
It is our aim to capitalise on our extensive network of professionals, and provide individuals with an efficient, personalised and reliable solution to assist them to their financial goals. We believe that all our clients deserve a high quality service, with a designated account manger who listens, learns and adapts. Our multilingual experts are ready to assist in tailoring solutions across the range of our expertise, and the reputation of Swiss quality, discretion and service remains our benchmark.
We are initially best contacted either by telephone on +41 79 447 3315
or via email addressed to firstname.lastname@example.org
Licensed in Switzerland under FINMA # 10832 for Insurance Driven Solutions and regulated by SRO PolyReg for AML Compliance to "Opt-In" Qualified Investors and by PolyAsset for Asset Management activity. We are also compliant to European GDPR and can provide details on request.