Business sectors

Our expertise extends across a broad range of sectors, including banking, financial services, investments, real estate, engineering, security,
technology, telecommunications, renewables, sustainables, and more.

An Established Presence

We bring together interrelated fields of expertise in international, cross-border, financial and corporate services for our clients. Our partners and associates, internal and external alike, are experienced professionals from different industries and provide a global network of expertise,
knowledge and practical advice. We bring decades of experience in complex financial services, investment management and structured financing.


Wholistic Wealth Solutions has a privileged circle of partners, group companies and associates who collectively represent every facet of the Wealth Cycle and bring their own personal experience of its phases to enrich the solution-building we do on your behalf.

Our ENDURING strength  ...

Our Trademark Values – 

A Focused Approach

Experience

Switzerland

​Our head office is in Switzerland. This works only in your favour. Switzerland represents unmatched financial strength, political and economic stability, a strong currency and strict regulations. Banking confidentiality and strict data protection laws ensure you are protected at all times. Its business-friendly laws, central location and excellent infrastructure make it a great place for companies and individuals.

Since 2004, we have been providing solutions to demanding international wealthy clients and corporates. We have dealt with a wide variety of
issues, from the mundane to the highly complex.

Helping you meet your goals

Worldwide business activities

Our team is well established to provide the right solutions around the world. Our network of clients and service providers spans the globe from
Europe, Middle East, South Asia, South East Asia, Oceania, the Caribbean, North America and South America.

​

... is designing and implementing strategies which are adapted to the complex criteria of each individual CLIENT. 

ethical, professional integrity

First, we determine together with you, which aspects of our services you want or would benefit from the most. Then we begin identifying the solutions for implementation.

We apply the unique experience of our international team of experts, internal and external, to find the specific solutions to your specific requirements.


At Wholistic Wealth Solutions, we strive to provide excellent service to our clients at all times. Every client of ours is a sophisticated investor.