Complete wealth consolidation
A cross-cutting, aggregated analysis of your financial, property, business and pension assets.
A consolidated, structured view of your wealth.
Investments, property, tax and pensions: global stewardship and a wealth strategy aligned with your objectives.
Investment
Real estate
Tax
Pension
Align your priorities,structure your assets.
How your financial, property, tax and pension assets connect is what makes wealth management perform and last.
Investment
Asset management, securities portfolio & cash.
Property
Acquisitions, financing & income-producing assets.
Tax
Tax optimisation, planning & capital withdrawals.
Pensions
2nd & 3rd pillars, staged buy-backs & cover.
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RidgeRock
RidgeRockYour consolidated wealth review
A global analysis and a tailored strategic optimisation plan.
Clarify your situation,deploy your strategy.
Global wealth consolidation
An aggregated analysis of everything you own, for a clear reading across your whole situation.
Four strategic levers in synergy
Your investments, property, tax options and pension allocations aligned with one another.
An operational roadmap
Execution priorities set out and stewardship handled by your dedicated private adviser.
A three-step advisory process
1.
Diagnosis and wealth consolidation
A full inventory and cross-cutting analysis of your financial, property and business assets.
2.
Aligning the strategic levers
Tailored modelling and coordination of your pensions, your financing and your tax strategy.
3.
Roadmap and dynamic stewardship
A prioritised execution plan, with your allocation adjusted continuously as life stages arrive.
The pillars of our wealth advisory
Four strategic levers in synergy
Your investments, property, tax options and pension allocations aligned with one another to get the most from each.
Long-term wealth planning
Your professional and personal milestones (succession, retirement, acquisitions) built into a roadmap that evolves.
Tailored stewardship & a dedicated adviser
A personalised strategy overseen by your dedicated private adviser, who holds both the overview and the execution.
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 wealth review: a clear, global reading of your situation. That complete picture is what we build your action plan on.
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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.