Financial & Banking

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Children First Association

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Address: Freiestrasse 175, 8032 Zurich
Tel: 41 (0) 44 252 9121

Children First is a non-profit association providing quality childcare and international early education to multilingual children aged 0 – 7. Located in a beautiful residential area in Zurich with excellent connections on public transport. Individualised education and small groups in English. German language options up to a bilingual level are available ages two plus. A half day 'Art and Play' group is available 3-4 mornings at our Englischviertelstrasse 42 location. Extra classes include music, dance, French, and football. Our daycare, pre-school and kindergarten are in spacious, sunny classrooms. Our early years curriculum combined with Montessori methodology will expand your child’s horizons and prepare them for their future education.

contact@childrenfirst.ch | View website | View on map

ExpatTax Switzerland

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Tel: + 41 (0)32 623 30 55

ExpatTax Switzerland is a service of Bonfina Treuhand GmbH.

We are an innovative fiduciary company located in Solothurn, Switzerland and are committed to providing expatriates in Switzerland professional and friendly services at affordable rates.

We are a small team of qualified consultants and we intend to keep it small and nimble, concentrating our efforts to do one thing best – provide quality and personal services with great customer focus. We take our personal commitment to meet the needs of our clients to heart. 

Providing tax services to individuals and corporations is one of our core business activities. In this field, we have geared our service specifically to expatriate needs. Other services include audit, accounting and business consultancy.

taxteam@expattax.ch | View website | View on map

Globaleye

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Address: , Geneva
Tel: +41 22 799 4100
Fax: +41 22 799 4100

Globaleye is a multi award-winning financial advisory with offices spanning across Europe, Asia and the Middle East. We're passionate about helping expats protect, preserve and grow their wealth for themselves and the generations to come. Our holistic approach to financial planning puts the interests of our clients at the forefront of everything we do. We specialise in retirement planning, pension transfers, investment planning, savings and expert tax advice.

enquiry@globaleye.com | View website | View on map

Key Investment

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Address: , Malans
Tel: +41 81 322 11 22

The complexity of the insurance, banking, and tax systems in Switzerland can be daunting for non-Swiss professionals living in Switzerland whose financial future and security depends on a sound understanding of them. Key Investment was formed primarily to support HR departments and their foreign staff in using the Swiss system to their best advantage.

Company owner Brien Donnellon, a British/Swiss national, registered Key Investment in 1997 and brings with him years of experience from the banking and insurance industry.

info@keyinvestment.ch | View website | View on map

Swiss French School

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Address: , Biel-Bienne, Fribourg, Geneva, La Chaux-de-Fonds, Lausanne, Montreux, Neuchâtel

Swiss French School provides French courses for individuals and corporate clients in Switzerland. Our innovative French Method integrates the best of proven teaching approaches to provide the most effective French language education available for adults. Students listen, read, write, speak, and practice French under the tutelage of native French-speaking teachers. With over 25 years of experience, Swiss Educational Programs has provided instructions to over 300 000 students in Switzerland with a current enrollment of 4000 students.

Geneva
Rue Michel-Roset 2, 1201 Genève
+41 22 738 00 20, geneve@swissfrenchschool.ch 

Lausanne
Rue du Simplon 34, 1006 Lausanne
+41 21 614 66 30, lausanne@swissfrenchschool.ch 

Fribourg
Rue Saint-Pierre 1, 1700 Fribourg
+41 26 347 35 62, fribourg@swissfrenchschool.ch 

Montreux
Rue Igor-Stravinsky 4, 1820 Montreux
+41 21 963 49 32, montreux@swissfrenchschool.ch 

Biel-Bienne
Rue Hans-Hugi 3, 2502 Biel-Bienne
+41 32 725 18 20, biel-bienne@swissfrenchschool.ch

Neuchâtel
Rue du Bassin 12, 2000 Neuchâtel
+41 32 725 18 20, neuchatel@swissfrenchschool.ch

La Chaux-de-Fonds
Avenue Léopold-Robert 65, 2300 La Chaux-de-Fonds
+41 32 725 18 20, neuchatel@swissfrenchschool.ch

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Taxes for Expats

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At TFX we have been preparing taxes for U.S. expats for over 25 years.

While an average tax preparer or CPA may prepare returns for only a handful of clients living abroad, our business is 100% dedicated to them. This focus enables us to provide best in class service at very competitive rates.

We created a simple tax return process that makes filing your US taxes a breeze. Clients simply upload relevant documents to our secure server and we take care of the rest.

We offer the same level of service online that you would receive by visiting our office - without having to leave your home. We make customer service our highest priority - and are always ready to answer your questions.

Living abroad presents enough challenges - filing your U.S. taxes shouldn't be one of them.

TFX received a TrustScore of 9.5 out of 10, based on more that 350 reviews.

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Fondsstad

Address: , Amsterdam, Geneva, London, The Hague, Zurich

Fondsstad is a discretionary fund management platform working in close cooperation with Insight Capital – a leading Swiss investment company providing advisory and discretionary wealth management to investors in Europe, the Middle East and Asia.

At Fondsstad we help our clients manage their wealth and reach their investment goals.

Fondsstad offers four actively managed investment programmes; Defensive, Moderate, Dynamic and Sustainable. The programmes range from investing in low risk multi-asset funds, aiming to produce an annual positive return higher than the rate of inflation, to equity funds, aiming to outperform major indices.

Fondsstad's aim is to provide investors with superior performing investment strategies over the long term at a reasonable cost.

Investment cost is often an invisible yet important factor in determining the future return of your investments. Left unchecked, costs add up, compounding along the way with your investment returns. What is lost to costs represents both the amount paid in expenses as well as the lost opportunity. It is one of the driving factors that dictate whether you’ll reach your investment goal.

At Fondsstad we believe in transparency, flexibility and creating the environment for investors to participate in traditional strategies as well as sustainable investments with a good performance over the long term.

info@fondsstad.com | View website | View on map

Lazard

Address: , Amsterdam, Brussels, Frankfurt, Geneva, London, Madrid, Paris

In 2000, after more than 150 years of separate management, the Houses of Lazard formally united into a single entity to best serve our clients. In 2005, under the leadership of Bruce Wasserstein, Lazard became a public company, with nearly two-thirds of its shares owned by current and former employees. Since November 2009, Kenneth M. Jacobs has led the firm. Lazard's history is engrained in its culture. To this day, Lazard operates as a local firm in local markets, but serves clients with multinational resources and global perspective.

judi.mackey@lazard.com | View website | View on map

Rothschild Private Wealth

Address: , Brussel, Frankfurt, Paris, Zurich

Our clients are families and entrepreneurs who have worked hard to build their wealth. 
They are looking to preserve and grow the real value of their capital.We seek to be sensible custodians of capital, managing our clients' money as if it were our own. Being family-controlled and independent, we have the freedom to make decisions impartially, focused on generating the best returns.

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The Spectrum IFA Group

Address: , Barcelona, Brussel, Lausanne, Luxembourg, Paris

The Spectrum IFA Group provides specialist independent financial advice to expatriates across Europe. Our expertise covers Retirement and Pension Planning including QROPS, Life Assurance, Efficient Investing (using Insurance wrappers), Succession and Inheritance Tax Planning, Currency Exchange and much more.

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