At 12shields, our vision is to help ensuring Switzerland remains a global leader in wealth management. While the country still manages a third of the world’s private wealth, we believe that adapting to modern challenges with transparency, innovation, and ethical practices is the way forward.
Our team of financial experts works diligently to ensure that our private clients are paying the right amount of fees in a transparent and justified way, while being aligned with their financial institutions. We are making sure the asset allocation matches our client’s objectives. By offering proactive oversight and continuous monitoring, we aim to set a new standard for financial accountability—one that ensures that our clients benefit from the highest transparency in term of financial services.
At 12shields, we’re not just protecting your wealth from unnecessary charges; we’re helping to shape a more ethical and innovative financial future, so you can focus on what truly matters—growing your wealth responsibly.
Hidden fees and charges can gradually impact the performance on your investments.
At 12shields, our mission is to ensure utmost transparency for our clients in the management of their financial wealth.
Through our thorough audits and precise tracking, we make sure that you are only paying for services you have agreed upon and products are selected in terms of performance. By empowering you with the knowledge of where your money is going and how it is used, we help you regain control over your finances and build a more secure financial future.
Our clients trust us because we are truly independent and free of any conflict of interests as we do not offer investment advice. We prioritize our clients’ financial well-being above all else and only receive remuneration directly from them. With over 40 years of combined experience in the financial sector, we have earned a reputation for fairness, transparency, and a relentless commitment to protecting our clients’ interests.
We act as a neutral third party, ensuring that all fees applied by your custodians are fair and transparent, giving you confidence that your finances are being managed with integrity. We are monitoring every trade done for our clients to make sure operational errors will not impact their revenues.
