smzh ag

smzh ag is an independent financial service provider that offers tailored solutions for private and corporate clients. Our goal is to provide a comprehensive service that is aligned with the individual life situations and financial needs of our clients. We see ourselves as a partner in all financial matters, ranging from investments and mortgages to taxes, insurance, and pension planning.

For private clients, we develop individual strategies and offer services such as the creation of risk profiles, personal investment strategies, and continuous portfolio monitoring. Our team of experienced advisors supports our clients in achieving their financial goals and ensures regular exchange in order to meet their changing needs. In addition, we also offer special services such as relocation to Switzerland and legal advice.

For corporate clients, tailored solutions are available that focus on the particular requirements of companies. This includes the optimization of finances and investments as well as legal support and the development of long-term strategies.

smzh ag places great value on responsibility, client orientation, and trust. Our independence enables us to find the best solutions in the interest of our clients. With over 200 employees across 13 locations, we have more than 18,000 clients who trust in our expertise. Our 360° check-up offers a thorough analysis of your financial starting position in order to identify individual optimization opportunities. We invite you to get to know us and to discuss your financial goals with us.