SisInvest was founded with the aim to focus on the needs of private individuals and small and medium companies, mainly in Switzerland and to offer first class fiduciary and leadership management services comparable to those offered to large corporations. SisInvest does not offer any investment or wealth management services.

Our philosophy is based on the fact that very often the needs of private individuals and small enterprises are closely correlated and must be dealt with as a whole and not separately. We are convinced that a solution must take into account both sides of the equation. We call that approach the “Smart Finance Grid”.

The “Smart Finance Grid” applies best practices normally reserved to big corporations to become more efficient in daily operations, to manage business opportunities and financial risks better and with the right tools.