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The Partners’ View summer edition is dedicated to swisspartners’ 30th anniversary. Over the past 30 years, swisspartners has grown from three friends in the banking industry having a simple, pragmatic idea for a business into one of the most renowned Swiss independent financial service providers.
Over the course of three eventful, challenging decades, we have served and supported our loyal clients – and not only in terms of their finances. We have done many things right, while – in hindsight – there are other choices that might have made our path to success different, or easier. But one thing is certain: consistency, focus and authenticity are the most important factors in our company’s 30-year success story.
In this, our anniversary year, we have laid the foundation for a successful future by expanding the range of fiduciary and real estate services that we offer. We will continue to provide our clients with personal, tailored service – and we aspire to become a trusted partner to the younger generations, as well. Our business philosophy focuses on topics and needs that will remain relevant for decades to come.
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In an interview, the three founding partners Martin P. Egli, Rainer Moser and Dirk van Riemsdijk reminisce about the early days of our company’s history. Their philosophy of being totally committed to meeting their clients’ needs will continue to shape our company culture over the coming decades.
Ralph P. Schuler, CEO Tax Advice & Fiduciary Services, looks forward to serving our clients with a whole range of new fiduciary and real estate services – together with Marcel Ammann from NRS Treuhand AG and Fabienne Decimo of Decimo Immobilien AG. Both companies were acquired by the swisspartners Group in March of this year.
In our WHO IS column, Claude R. Jenni, partner and long-time employee in asset management, explains that it is his clients, their stories and their experiences that keeps him motivated every single day.
And with that in mind, we look forward to meeting you during our anniversary year!
Yours,
Markus Wintsch
CEO swisspartners Group
By the way, Partners’ View is also available in print. We would be happy to send you your own personal copy: To request one, just email us at marketing@swisspartners.com.
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