People who take
responsibility.
Behind every strategy are people who listen, think ahead and stay by your side for years. Meet the faces who turn numbers into real security.
Faces, not numbers.
At SWISSVIVO you are looked after by a person, not a call centre. Our advisors know your situation, your goals and your story. They think along, ask questions and stay reachable when it matters. From many specialist fields comes one reliable point of contact for everything to do with your finances.
Get to know us.
Experienced professionals and committed talents who live independence and take responsibility seriously.
Management
1 person
Mohamed Boulad
Mohamed Boulad founded SWISSVIVO with a clear conviction: advice belongs to clients, not to product providers. As Managing Director he stands for independence, reliability and a partnership that lasts a lifetime.
Team leadership
2 peopleThey coordinate the advice and are your first point of contact.
Client advisory
6 peopleYour personal contacts for all financial questions.
Back office and training
3 peopleThey keep the operation running and train the next generation.
Apprentices
4 peopleOur talents of tomorrow, in the middle of their training.
One attitude, four principles.
What applies to our advice also applies to how we work together as a team.
Independent
We think free of product pressure and recommend only what truly fits.
Personal
A familiar face that listens and accompanies you over the years.
Expert
Sound knowledge across all areas, continuously developed and shared.
Transparent
Clear words, clear costs. What we do is transparent at all times.
We are growing.
Grow with us.
SWISSVIVO thrives on people who take responsibility and meet their clients honestly. If you see independent advice as a calling, we look forward to meeting you.
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