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Private client services

Our Private Client Services (PCS) team provides pro-active tax planning advice to high net worth individuals, entrepreneurs and executives, as well as assisting with their increasingly complex tax reporting requirements.

To provide innovative and holistic solutions, we work closely with our local and global network of Deloitte specialists to find structures tailored to the particular individual and business needs. With over 300 personal tax specialists in our combined Swiss and UK firm covering all aspects of tax advice to private clients and strong links with other overseas offices, we are able to give comprehensive multi-jurisdictional advice. We have a dedicated and growing team supporting individuals with who are looking to move to Switzerland or might be affected by the Swiss tax regimes.

We are committed to protecting and maximising the personal wealth of our clients. The long-term wealth management solutions we can deliver not only include tax advice, but also encompass our clients’ wider commercial needs.

More Research and insight

  • Will the new UK ‘mini FATCA’s’ affect Swiss bank account holders?
    As most UK client advisers will already be aware, a new tax cooperation agreement between the UK and the Isle of Man was announced on 19 February. The package includes an automatic tax information exchange agreement and a new disclosure facility (the IoMDF).
  • Liechtenstein Disclosure Facility update - August 2012
    Since the spring there have been a number of challenges both in Switzerland and in the UK, which led to speculation that implementation - envisaged by January 2013 - may be delayed.
  • Living and Working in Switzerland
    This brochure provides an overview of some of the issues that may affect non-Swiss individuals moving to Switzerland.
  • Switzerland – a favourable location for managers of hedge fund and private equity fund structures
    For fund managers looking for greener pastures, Switzerland may be an obvious answer.
  • The Switzerland Satisfaction Survey
    A majority of foreign multinationals operating from Switzerland are satisfied with the country as a business location according to a new survey by Deloitte.

Useful links

  • Meet the team
  • Join our team
  • Submit a request for proposal
  • Contact us

Find out more

  • Prosper
    Insights for private clients
  • International Tax Information
    Deloitte International Tax Source (DITS)
  • World Tax Advisor
    Monthly bulletin of tax developments

Key contacts

  • Craig Thomson, Senior Manager, Geneva
    +41 (0)58 279 71 82
  • Campbell Oswald, Partner, Zurich
    +41 (0)58 279 72 31
  • Dirk Hangarter, Partner, Zurich
    +41 (0)58 279 63 35
  • Roberto Orsi, Partner, Geneva
    +41 (0)58 279 82 08
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