At a Glance
Global Strategic Advisory Group AG (“Advisory Group”) is a Swiss investment and wealth advisory boutique serving ultra-high-net-worth individuals, family offices, corporations and institutional investors worldwide.
Our senior team spent their careers at the world’s leading financial institutions before founding the firm. Advisory Group combines that experience with the discretion and direct engagement of a founder-led firm. Our approach is open-architecture and free from product mandates, focused on advice aligned with each client’s goals.
Working with a select group of clients, Advisory Group builds long-term relationships based on trust, alignment and consistent delivery. Our team’s international experience, close client engagement and Switzerland’s standing as a financial centre give clients a stable base to manage wealth across borders.
Track Record
Combined senior team experience across prior roles at major international financial institutions.
Our Principles
Dedication
Your needs and ambitions guide our thinking at every level. That is our founding principle.
Delivery
We set clear expectations and work to meet them. Consistently, reliably and with clarity at every step.
Discretion
Confidentiality is not a policy. It is part of who we are. Your trust comes first.
Excellence
We measure ourselves against the highest standards - and then work to surpass them.
Independence
Independent in structure and in spirit. Our advice serves one interest: yours.