We Operate with Unwavering Honesty & Integrity
We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments, all designed to help clients reach their goals and build lasting wealth.
Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
A highly dedicated team, supported by our extensive network of trusted professionals,
Here's How We Got Started
A Foundation of Trust
ProfitPartner roots go back to post-war Switzerland, when a small group of advisors in Geneva began offering financial guidance to families and entrepreneurs. Their philosophy was simple: trust, precision, and independence. At a time when most advice was tied to selling products, they stood out by focusing only on their clients’ best interests.
Expanding Horizons
By the early 2000s, the world of finance was becoming more complex. In 2004, ProfitPartner launched its first structured retirement planning program. This milestone came after helping a mid-sized Swiss manufacturing firm transition leadership to the next generation, proving the importance of combining wealth management with succession planning.
Innovation and New Generations
A decade later, digital transformation was reshaping the financial sector. In 2014, ProfitPartner embraced technology, integrating advanced planning tools and evidence-based investment models. That same year, the firm guided several young entrepreneurs in Lausanne through early-stage wealth strategies, marking a shift toward serving both established clients and the next generation of Swiss innovators.
Precision Meets Personalization
Today, ProfitPartner continues to uphold Swiss values while offering highly personalized, tech-enabled financial consulting. With decades of experience, the firm helps individuals, families, and businesses navigate investments, retirement, taxation, and succession. From Geneva to Zurich, ProfitPartner has become synonymous with unbiased, transparent financial guidance — always putting the client first..
We Always Put Your Interests First
Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.
“Our purpose is to help people and organizations dream bigger, move faster, and build better tomorrows for all.”
Lukas Schneider
2024 Diversity, Equity, and Inclusion Report
- 2025
