Wealth management

You are unique. Your needs and plans are, too. That's why we offer you tailor-made, economically relevant and tax-efficient wealth management, based on an overall assessment of your assets and profile.

 

Your Needs

  • Looking to optimise your capital and grow your savings? Wondering how to go about it?
  • Considering a financial or property investment?
  • Do you want to plan the investment needed for your children's education?
  • Are you preparing for your retirement or planning your succession?
  • Or would you prefer a full Family Office service, including wealth planning, asset management, asset consolidation, legal and tax advice, fiduciary services and risk management?
Welcome to Boccard & Partners
 

Efficient Management

Our investments are based on a conservative but dynamic investment philosophy. We buy products that we believe in. As an independent firm with solid experience of the financial markets, we can achieve good results over the medium and long term.

 
 

News

At the end of the first quarter, uncertainty had already intensified around a recurring theme: American protectionism. On April 2nd, President...

 
 
boccard.ch

Neuchâtel

Rue St-Honoré 5
P.O. Box 1911
2001 Neuchâtel
P +41 32 725 25 60


 

Fribourg

Allée des Grand'Places 1
P.O. Box 189
1701 Fribourg
P +41 26 322 62 53


 
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