comprehensive
independent
personal

“Survista” is the Romansh word for overview.

As an independent wealth manager and financial advisor,
we provide you with the necessary overview for well-informed decisions.
We focus on advising private individuals and families, tailoring our solutions to suit you. Our wealth management and advisory services are transparent, comprehensive and in the sole interest of our clients. 

To avoid any conflicts of interest, we have never offered proprietary productsand have never kept retrocessions, from day one. We think innovatively and act as entrepreneurs. We are dedicated to fostering long-term, cooperative partnerships with our clients.

Wealth management

Wealth management

We take care of your wealth based on your personal situation and individual needs.

Consolidation

Consolidation

Our consolidation solution allows you and us to maintain the overview and to identify risks early on.

Advisory services

Advisory services

We support you with proactive advice on financial matters, and coordinate expert advisors where appropriate.

Wealth Management.

Your personal situation and custom needs drive our activities. They are the foundation on which we manage your wealth in a cost-efficient and diversified manner. We minimise complexity.

Our investment committee meets every week to define and review our investment strategy. We source our research from several independent investment service providers.

Your advisor is responsible for your portfolio. He acts in accordance with our defined investment strategy.

Our Compliance Officer monitors regulatory aspects on an ongoing basis and ensures compliance with the agreed investment strategy.

We are regulated by the VSV (“Verband Schweizerischer Vermögensverwalter”). This is an independent self-regulatory organisation that ensures our compliance with their high qualitative wealth management and advisory standards.


Consolidation.

Integrated planning, early risk-identification and keeping an overview at all times: our portfolio management and consolidation solution provides you with comprehensive information at all times. Based on our clients’ feedback, we constantly improve the system.

This service offers archived bank statements and contracts, detailed performance and asset reports as well as full fee transparency.

This information is updated on a daily basis and can be easily accessed with your personal login at any time.

Advisory services.

Based on your comprehensive picture, we coordinate business, legal and tax matters as well as all topics related to your real estate assets. Our continuous and close interaction with you allows us to understand your perspective and act in your best interest at all times.

On average, we have more than 25 years of experience in the finance industry. We have the necessary expertise to provide you with comprehensive, proactive support and advice on all financial matters. 

We can act as your “control room” and provide access to an extensive and well-established network of experts. But we can also seamlessly fill gaps in your existing system.

These heads keep the overview for you.

Our flat hierarchy and company structure
guarantee the flexibility of our team.

Supervisory Board

Sergio Marchionne

Dieter Scheiff

Stefan Knobloch

Roland Iseli

Wealth Management
Advisory Services
Roland Iseli
Florian Rahmann
Hans-Jürg Hirter

Reto Hubmann

Pius Rutz

Martin Peter

Portfolio
Management

Fabian Tropeano

Compliance 
and Operations

Peter Gut

That’s how you find us.

Survista Financial Advisors AG
Stockerstrasse 14
CH-8002 Zürich

+41 44 405 28 00
info-Blindtext-@survista.ch