MWC Group demonstrates very professional approach. All the phases were done in a systematic and clear form that permit me to better understand the process and choose the best solution accordingly... Toon meer
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Lees wat reviewers zeggen
MWC have provided safe hands for my investments for over 4 years. The advice from Rob at MWC has been not only financial but wide ranging and he has steered me through worrying and complicated times i... Toon meer
I got in touch with MWC through my colleagues who recommended them. They gave me very good advice for pillars 3a and 3b along with possible solutions and the corresponding customed simulations. They r... Toon meer
I had a very informative discussion with Anu, who was both knowledgable on the subject of my query, as well as on the wider picture. He also gave me some wise and practical advice and proactively prov... Toon meer
Bedrijfsgegevens
Geschreven door het bedrijf
Swiss and EU regulated Financial Planning and Asset Management company specialising in helping an international client base
Contactgegevens
Etzelblickstrasse 1, 8834, Schindellegi, Zwitserland
- 0041444217740
- admin@mwcgroup.ch
- mwcgroup.ch
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highly recommended
My experience with Nygel and Mark has been great, highly recommended!!
MWC team helped me in find solutions
MWC team helped me in find a proper solution which matched to my expectations. They could sort out all the questions that an expat can have right after the arrival in Switzerland.
My experience with Joseph Sleep at MWC
My experience with MWC and in particular Joseph Sleep has been excellent. Joseph reached out to me on Linkedin where I would never usually be responsive however, from the first message he came across as very genuine. We had a casual chat which was very informative and allowed me to make informed decisions on how to manage my finances effectively. The subsequent service and communication has been concise and professional.
Would highly recommend.
Available and knowledgeable advisors
Available and knowledgeable advisors that will plan the investments to the client's needs.
Customized advisory services on…
Customized advisory services on financial planning and investment opportunities, expertise, professional and analysis driven investment decisions
Investment Advice
Nygel Harriman and MWC Group are professional financial planners with whom I have relied upon for Swiss pension planning and general investment advice. I have happily recommended their services to family and friends.
Very happy, but get more dynamic
I'm overall very happy with the service and support. What I'd like to see more dynamin in the future is the reaction to markets situations that could be leveraged more.
Quick response
I asked whether I had already assigned beneficiaries. Got a quick response and a form to fill out so I could assign my beneficiaries.
MWC Group, Switzerland
Nygel (Senior financial planner) at MWC Group, together with Mark Whitelegg (Relationship manager) have helped me greatly to understand, in simple terms, my current financial situation in relation to where I need to be upon retirement. Then subsequently presented options that make sense in real terms. They have consistently exhibited several outstanding qualities. They are knowledgeable, attentive, and accessible, while focusing on important details in an easy-to-understand manner. They communicate consistently in a clear, concise way, always putting the interests of their clients first! Thank you, Nygel and Mark!
Great service level and assistance with…
Great service level and assistance with being new in the country. Nygel has been wonderful to talk to.
Rodric Davies
We have been delighted with the level of service and expertise that Rodric Davies continues to offer us.
We would highly recommend him to anyone keen to explore financial solutions to suit their individual needs.
Very helpful and informative.
David Rogers MWC Client Experience
David Rogers was guiding me through the different options and helped my onboarding to the Swiss Pension 3 pillars.
He was extremely helpful and detailed with regard to the different 3 pillar alternatives I could have.
He provided great support every step of the way and is very responsive to all my emails or questions.
My experience with MWC group
My experience with MWC group, especially with Gethin Webb, has been stellar. I have always received precise information, support, and answers to all my questions.
This is the best when you don’t knowledge of the subject and I felt reassured that I was putting my money in the right product.
I recommended Gethin to a lot friends as well.
Looking forward to continuing this collaboration.
Best
Maria Teresa Grippo
Trusted partners
Trusted partners who provide great guidance and support to make plans for the future. Customer focus with the intention to ensure it best fits each person's interests.
David Rogers has been very kind and…
David Rogers has been very kind and helpful navigating me trough the Pension system and providing input about investment.
Very professional and customized financial planning
The consultancy from MWC financial and investment advisers is provided in a professional and tailor-made manner, after a careful review of one’s plans and targets for the future.
Friendly and helpful consultation
Found the consultation friendly, knowledgeable and professional. Felt no pressure, but helped breakdown any confusion I had and also find the best options available and most suited to me.
Professional and trustworthy
I can only say good things about MWC. Very professional and trustworthy.
I’ve recommended several people to them because of the good quality of the services provided
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