Our goal is to help our clients achieve theirs.
Our goal is to help our clients achieve theirs.
About us
We are an independent company dedicated to providing financial and fiduciary advisory services.
We believe each client is unique, having their own circumstances and needs, which must be coordinated and planned, including pension schemes, wealth and succession management, coaching, etc.
THE CWS TEAM
Our work is carried out in an integrated manner together with an external interdisciplinary team which is highly skilled in legal, fiscal and investment matters, among others.
OUR COMMITMENT
To offer our clients the necessary information, tools and expertise for them to take efficient investment and planning strategic decisions.
We focus the service on providing independent, dynamic and permanent advice with a high degree of confidentiality.
INTERNATIONAL TAX AND LEGAL PLANNING
We collaborate on the tax and legal planning required by each client, taking into account their personal and family circumstances, and we have an interdisciplinary and interjurisdictional team for that purpose.
FAMILY PLANNING
We review existing structures or propose new, more appropriate and convenient ones based on the circumstances of each particular case and family, providing experience, updating and an international perspective.
INVESTMENT PORTFOLIO OVERSIGHT AND CONSOLIDATION
We offer monitoring, oversight and consolidation of each client’s investment portfolio so that they can adopt the most efficient political and strategic decisions with information and guidance.
INVESTMENTS STRUCTURING AND DISTRIBUTION OF ASSETS
We help to review and adopt investment decisions. On the basis of each client’s realities and circumstances, we provide them with information and analysis so that they can allocate their assets according to their personal preferences, time horizon and risk tolerance.
Our work
It is a collaborative and interactive process which involves every aspect of each single situation with the aim of developing investment as well as family and succession planning strategies and recommending the most effective fiduciary structures depending on the client’s residence, nationality or other specific circumstances.
Why we are chosen?
For our global and consolidated vision
Because we focus on efficient planning. Because we offer all our experience and knowledge and foster interdisciplinary and interjurisdictional collaboration in both financial and fiduciary issues. For our discretion and confidentiality.
Because we are experts and reliable
Our recommendations are independent of any external sources and stem from our own analysis and critical judgement. To produce them, we permanently draw upon the most prestigious international information sources. Therefore, the advice we provide to guide our clients’ strategic decisions bear the quality seal we have set ourselves. We are also independent regarding the remuneration we receive, which comes exclusively from our clients and not from financial service providers.
For our approach and transparency
We believe that each client has their own reality; therefore, we must understand each and every one’s individual and family situations. We fully comprehend our clients’ wishes and personal perspectives so as to assist with everything we are required to do, its implementation and enforcement. Although our role focuses primarily on helping to build the investment portfolio in a sensible, efficient and strategic manner, we promote strong and long-term collaborative relationships between the client and financial and fiduciary institutions. Finally, in the case of individual or family migration, we offer our international experience in order to explain and facilitate what is necessary to achieve that.
Because we monitor and reduce investment risk
We oversee investments on a constant basis by means of high-definition cyber instruments, allowing us to be aware of market movements and changes in the portfolios, whose consolidation we are in charge of. In an era marked by global uncertainty and major changes, we consider it essential to provide our clients with ongoing and upon request analytical information on market evolution.
For helping to coordinate fiduciary structures and fiscal optimization, and for the breadth of our services
Because we collaborate, with experience, in creating and/or monitoring existing wealth planning instruments or vehicles, or fiduciary structures in order to ensure that they are suitable, convenient and appropriate to the clients’ proposed perspectives. For this purpose, we get continuously updated on legislative changes, administrative regulations and case law decisions at an international level.
Claudette Wandeler Segal
Founder - CEO
CFP® ,
Designation earned in the US in 2002
Having over three decades of banking experience in different countries and after serving as Executive Director at UBS AG, she has founded CWS Consultant S.A., today CWS Consultant (Switzerland) Sàrl., to which she has dedicated her consolidated multijurisdictional experience and her capacity as registered investment advisor at BX Swiss AG, an entity authorized by the Swiss Financial Market Supervisory Authority (FINMA)-
Rubén Segal
Responsible for the legal department
Lawyer. Doctor in Legal and Social Sciences.
He has given numerous lectures on his specialty, and is the author of various legal books and legal papers published in major medias and specialised press.
He has worked as an auditor of prestigious financial and corporate institutions. He is a Consultant Professor at the Faculty of Economic Science at the University of Buenos Aires.
Oriana Garritty
Responsible for the administrative and IT departments
She earned the designation of Financial Paraplanner Qualified ProfessionalTM delivered by the College for Financial Planning in the US (a Kaplan Company).
She has a strong experience in Sales Compensation, mainly within US companies.
Contact us to receive our advice.
CONTACT US
CWS Consultant (Switzerland) Sàrl
Geneva - Switzerland