Build And Protect Your Wealth
At Crestpoint Union, we understand that wealth preservation and growth require Swiss precision and discretion. Our investment and wealth management services are designed to help you achieve your financial goals through sophisticated strategies, expert Swiss guidance, and disciplined portfolio management with the highest standards of confidentiality.
- Personalized Investment Strategies
- Expert Portfolio Management
- Comprehensive Retirement Planning
COMPREHENSIVE INVESTMENT AND WEALTH SOLUTIONS
Investment Advisory
Goals-based investment advice aligned to your time horizon and risk profile, delivered by experienced financial professionals who understand your unique needs and objectives.
01Portfolio Management
Diversified investment strategies, disciplined rebalancing, and transparent reporting across all market cycles to help you achieve consistent long-term growth.
02Retirement Planning
Tax-efficient accumulation and decumulation strategies designed to help you secure your retirement income and achieve financial independence.
03Expert Guidance For Your Financial Future
Our investment and wealth management services combine deep market expertise with personalized attention to help you navigate complex financial decisions and achieve your long-term goals.
5
B+
Assets Under Management
25
+
Years Experience
12
%
Average Annual Return
98
%
Client Satisfaction