Mortgage management
Taking over the loan, amortising it or renegotiating: we compare the options and negotiate the best one.
You have inherited. Give this wealth a clear trajectory.
Property, bank holdings, securities portfolios or shareholdings: receiving wealth shapes your family's future. We structure, cost and optimise everything you have received so it fits a strategy built to last.
Every part of an inheritancehas rules of its own.
Tax, deadlines, opportunities: we bring all of your assets together into one coherent strategy.
The property
Keep it, decide on it, or make the letting work harder.
The mortgage
Take it over, restructure it, or renegotiate.
The capital
Protect it, allocate it, put it to work.
Securities and holdings
Audit, rebalance or reallocate.
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RidgeRock
RidgeRockYour strategy
Every decision weighed precisely, in step with what you want from life.
Decisions taken calmly,wealth that works.
Informed, costed decisions
Keep, sell, reinvest: every option modelled precisely before anything is decided.
Capital preserved and put to work
What you hold is invested in the markets to match your time horizon, your risk tolerance and your objectives.
Tax engineering under control
Tax and duty consequences anticipated, in close coordination with your notaries and tax advisers.
Our method, in three steps
1.
Audit & global mapping
A full inventory of the assets received, a tax analysis and your priorities set out.
2.
Modelling & decisions
Keep, sell, restructure or reinvest: every scenario costed rigorously.
3.
Deployment & dedicated follow-up
Your strategy put into action and supported continuously by your Family Officer.
The pillars of our support.
An allocation built for you
A personalised investment strategy, deployed in stages to smooth your entry points.
Tax engineering
Tax and inheritance consequences anticipated, in full synergy with your notaries and tax advisers.
A dedicated Family Officer
One point of contact steers your file, from the first decision to the long-term stewardship of your wealth.
Framed like a bank, beside you like a partner.
Regulated by FINMA
We are subject to the same rules as banks and supervised by the Swiss financial market authority.
Your assets at major custodians
We open your account at UBS or another major bank, in our offices. Your money stays in your name, at the custodian.
A 10-year track record
A strategy proven over more than ten years, through rising and falling markets alike.
Vos conseillers.
Antoine Ducroux
Managing Partner
9 years in investment and banking
Arthur Silvestre
Managing Partner
10 years in wealth management and strategic advisory
Valentin Foucard
Partner
5 years guiding clients through their wealth journey
Giacomo Esquerré
Partner
10 years of expertise in digital, client experience and communication
What they say our clients.
5.0Google Reviews
3 reviews
Excellent experience with RidgeRock, I greatly appreciated the availability of the teams and the time that was given to me. Moreover, their wise advice effectively guided me in my projects. I highly recommend!
66 reviews
RidgeRock is different from any other financial service I’ve dealt with. Their team is approachable, down-to-earth, and always honest. They took the time to explain every step of my mortgage in a way that made sense, and I never felt rushed or pressured, just supported.
4 reviews
Arriving in Switzerland is not always simple, but thanks to the support of Antoine Ducroux, everything has become clear and smooth. His professionalism, responsiveness, and listening ability are remarkable. Beyond the administrative and financial aspects, it is a true human experience: Antoine takes the time to understand, explain, and guide at every step. It's rare to find such a level of commitment and seriousness. I recommend without the slightest hesitation!
1 review
A great experience with Ridgerock! Thanks to Arthur for being available, clear in his explanations, and especially for the very good advice. I recommend without hesitation!
4 reviews
Delighted with the advice and information received from Valentin and Antoine. Everything was explained so well. I have a very good understanding of the procedures to follow in Switzerland and my support as a freelancer. I will recommend.
10 reviews
A professional and attentive team that offers high-quality strategic advice. I highly recommend
11 reviews
I am very satisfied with the support received from RidgeRock Partners. The team is young, motivated, and dedicated, and this is reflected in the quality of the service. Thanks to Valentin, who took the time to understand my profile and was able to offer me the best savings solutions tailored to my needs. Serious, available, and professional: I highly recommend using their advice!
1 review
Serious team attentive to financial needs. Very good advice and investments. I recommend.
41 reviews
I recommend RidgeRock Partners for their proven skills, sound advice, and flexibility.
Wealth Checkup Offered.
A complete review of your wealth, offered. The document is yours to keep, whatever you decide next.
Questions?
With a clear picture. We list what you are receiving (property, assets, liabilities), then we cost your options before any decision is taken. Taking that time at the outset is what keeps you from rushed choices.
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Past performance is no guarantee of future results. Every investment carries risk, including the partial or total loss of the invested capital. RidgeRock Partners Sarl does not provide tax or legal advice.