MWC Group

MWC Group

Finanzdienstleistungen

Schindellegi, Schwyz 1.871 Follower:innen

Protection. Planning. Ethical Investing.

Info

MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset management. Our company philosophy is to protect and enhance the financial position of our clients through a firm commitment to excellence and a quality of service that is second to none. Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306) is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager. Manentia Wealth Consulting AG is the parent company of Manentia Wealth Consulting Group Limited (Maltese company registered number: C80087) and licensed (MWCG-IF-15623) by the Malta Financial Services Authority (MFSA) to provide investment services as portfolio manager and to act as Enrolled Insurance Broker.

Website
http://www.mwcgroup.ch
Branche
Finanzdienstleistungen
Größe
11–50 Beschäftigte
Hauptsitz
Schindellegi, Schwyz
Art
Privatunternehmen
Gegründet
2010
Spezialgebiete
Wealth Management, Financial Planning, Health Insurance, Mortgages, General Insurance, QROP's, 3rd Pillars, Asset Management, Pension Planning und Investment Migration

Orte

Beschäftigte von MWC Group

Updates

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    "As younger professionals increasingly consider relocating, industries like IT (48%), healthcare (30%), and education (22%) are seeing higher interest in international opportunities. Manchester leads as the UK city with the highest proportion of residents contemplating emigration, with 35% considering a move within the next five years." #uk #expats https://lnkd.in/djCbQyFD This post is prepared for informational purposes only and should not be interpreted as investment advice, nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. MWC Group UK is authorsied by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to a number of financial instrument. MWC Group UK is a Branch of Manentia Wealth Consulting Group AG which is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager. Manentia Wealth Consulting GroupLimited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as Portfolio Manager and under the Insurance Distribution Act to act as Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306).

    Billionaire Warns of UK Brain Drain as 38% of Brits Under 35 Plan To Leave in the Next 5 Years

    Billionaire Warns of UK Brain Drain as 38% of Brits Under 35 Plan To Leave in the Next 5 Years

    msn.com

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    Attention Swiss Residents! Do You Hold a Pillar 3a? 🚨 As the year wraps up, it’s time to make sure you’re taking full advantage of the Swiss Pillar 3a tax benefits. If you already have a Pillar 3a account, contributing before mid-December can significantly reduce your taxable income and help you save more for your future. ⏰ Why act now? Maximize your tax savings for 2024. Boost your retirement security. Avoid missing the year-end contribution deadline. If you’re unsure how much to contribute or haven’t yet opened a Pillar 3a account, there’s still time to act. Speaking with an adviser can help you tailor a strategy that fits your financial goals. 📖 Read our latest article here to understand how you can make the most of this opportunity. Take control of your savings before the year ends—your future self will thank you! 💼 #SwissFinance #Pillar3a #TaxSavings #WealthManagement #YearEndTips This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. Manentia Wealth Consulting Group Limited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as Portfolio Manager and under the Insurance Distribution Act to act as Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306). https://lnkd.in/d2-PEEKY

    Maximize Your Tax Benefits with Swiss Pillar 3a Before Year-End

    Maximize Your Tax Benefits with Swiss Pillar 3a Before Year-End

    mwcgroup.global

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    Happy Thanksgiving from MWC Group! On this special day of gratitude, we want to take a moment to say thank you to our American clients, partners, and team members who make what we do possible. Thanksgiving is a time for reflection, appreciation, and connection. Whether you’re celebrating with family, friends, or colleagues, we hope your day is filled with warmth, joy, and wonderful memories. At MWC Group, we’re grateful for the trust and collaboration we share with all of you. As we look ahead to the future, we remain committed to helping you achieve your financial and personal goals, every step of the way. Wishing you a day of abundance and happiness. Happy Thanksgiving from all of us at MWC Group!

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  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    Top 3 Tax Reasons to Contribute to Pillar 3a Before Year-End 🚨 Don’t Miss Out on Tax Savings! 🚨 As the year-end approaches, now is the perfect time to review your financial plan and maximize your tax benefits. If you haven’t contributed to your Swiss Pillar 3a account yet, here are the Top 3 Tax Reasons to act now: 1️⃣ Reduce Your Taxable Income: Every contribution you make to your Pillar 3a account is deductible from your taxable income. This means you can lower your overall tax liability while saving for your future. It’s a win-win! 2️⃣ Optimize for Your Tax Bracket: The higher your income, the greater the potential tax savings. By contributing before December 31st, you can strategically reduce your tax bracket and save even more. 3️⃣ Tax-Free Growth: Your investments within a Pillar 3a account grow tax-free. That’s right—your savings can compound over time without the burden of taxes eating into your returns. ⏳ Deadline Reminder: Contributions must be made before December 31, 2024, to benefit from these tax savings. Don’t leave money on the table! 📊 Ready to take control of your taxes and your financial future? Start today by contributing to your Pillar 3a account and setting yourself up for success in 2025 and beyond. Contact us for expert advice. #TaxSavings #Pillar3a #FinancialPlanning #YearEndTips #RetirementPlanning This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. Manentia Wealth Consulting Group Limited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as Portfolio Manager and under the Insurance Distribution Act to act as Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306).

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  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    Are you a UN employee planning for retirement? You might already be familiar with the standard income-for-life pension option from your UN pension, providing a steady income stream for life. But there’s another powerful choice to consider: taking your UN pension as a lump sum and reinvesting it. ✨ This option offers flexibility, greater growth potential, and the ability to tailor your investments to fit your financial goals. But most importantly, it offers more flexibility in succession planning. Our latest blog breaks down the benefits and considerations of each approach, helping you make the best choice for a secure retirement. If you would like to discuss your UN Pension options with one of our specialists, please DM Nicholas Galea, (Financial Planner, Investment Adviser, & Insurance Broker). Nicholas will be in Vienna between 2nd and 5th December. #RetirementPlanning #PensionOptions #UNRetirement #Vienna https://lnkd.in/ds7tz7sx This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. Manentia Wealth Consulting Group Limited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as a Portfolio Manager and under the Insurance Distribution Act to act as an Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306). MWC Group UK is authorised by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to various financial instruments. It is a Branch of Manentia Wealth Consulting Group AG, which is registered with FINMA as an Insurance Broker under number 29575 and a member of PolyReg/PolyAsset as a Portfolio Manager. Manentia Wealth Consulting Group AG is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager.

    Maximizing Your UN Pension: Key Considerations for UN Employees

    Maximizing Your UN Pension: Key Considerations for UN Employees

    mwcgroup.global

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    🌍 What Does Tomorrow's U.S. Election Mean for Global Portfolios? 🌍 With the U.S. election right around the corner, the potential impacts are on every investor’s mind. Markets could see some short-term volatility, and policy changes may influence sectors like technology, energy, healthcare, and green investments in ways that reach beyond U.S. borders. If you’re wondering how to position yourself amid these changes, consider reviewing your portfolio to ensure it’s resilient and aligned with your long-term goals. Diversification and a long-term view can be key in navigating any temporary market swings. 📈 👉 Read this insightful blog on what the election could mean for investment portfolios worldwide and remember: staying informed and focused on your strategy is more valuable than reacting to headlines. #USElection #GlobalInvesting #PortfolioManagement #InvestmentStrategy #MarketInsights #FinancialPlanning This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. Manentia Wealth Consulting Group Limited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as a Portfolio Manager and under the Insurance Distribution Act to act as an Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306). MWC Group UK is authorised by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to various financial instruments. It is a Branch of Manentia Wealth Consulting Group AG, which is registered with FINMA as an Insurance Broker under number 29575 and a member of PolyReg/PolyAsset as a Portfolio Manager. Manentia Wealth Consulting Group AG is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager. https://zurl.co/GRdG

    How The Upcoming U.S. Election Could Impact Your Investment Portfolio

    How The Upcoming U.S. Election Could Impact Your Investment Portfolio

    mwcgroup.global

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    💼 The UK Labour Budget: Big Changes for Expats & Cross-Border Wealth 💼 With the end of non-dom tax status and pensions now subject to inheritance tax by 2027, UK expats and cross-border clients face pivotal changes to wealth planning. From VAT on private schools to the new IHT rules, these shifts call for strategic adjustments. At MWC Group, we're here to guide you through this evolving landscape to protect your wealth and optimize your financial future. 📲 Reach out to see how these updates might impact you! #UKBudget #WealthManagement #Expats #UK #IHT #nondom #estateplanning #hnwi https://zurl.co/URDU This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. MWC Group UK is authorised by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to a number of financial instrument. MWC Group UK is a Branch of Manentia Wealth Consulting Group AG which is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager.

    UK Labour Budget: Key Impacts on Expats, Non-Dom Tax, and Wealth Management

    UK Labour Budget: Key Impacts on Expats, Non-Dom Tax, and Wealth Management

    mwcgroup.global

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    🚨 Attention UK Expats and Expats in the UK 🚨 With today’s budget announcement by Britain’s new finance minister, Rachel Reeves, significant changes are on the horizon. The proposed tax hikes and increased borrowing aim to revitalize public services and the economy, but they may also impact your financial planning and investments. As a financial services firm, we are here to help you navigate these changes. Whether you’re concerned about how these tax adjustments will affect your income, investments, or overall financial strategy, our team of experts is ready to provide personalized advice and support. 📞 Contact us today to schedule a consultation and ensure you’re prepared for the upcoming changes. #UKBudget #FinancialPlanning #Expats #wealthmanagement #crossborderplanning Read more about the announcement here: Reuters Article https://lnkd.in/dhdZmPYu This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. MWC Group UK is authorised by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to a number of financial instruments. MWC Group UK is a Branch of Manentia Wealth Consulting Group AG which is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager. Manentia Wealth Consulting GroupLimited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as Portfolio Manager and under the Insurance Distribution Act to act as Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306).

    UK Chancellor Rachel Reeves raises taxes by most since 1993 in first Labour budget

    UK Chancellor Rachel Reeves raises taxes by most since 1993 in first Labour budget

    reuters.com

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    With the UK Budget 2025 on the horizon, potential changes in tax policies, pensions, and investments could significantly impact your financial planning. Now is the time to start preparing! Stay informed and ready to adapt your strategy once the details are announced. 📊 Connect with us to ensure you're prepared for what’s ahead and make the most of upcoming opportunities. #FinancialPlanning #UKBudget2025 #InvestingSmart #MWCGroup" This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. MWC Group UK is authorised by the FCA FRN 973440 to provide Investment advice and portfolio management in relation to a number of financial instrument. MWC Group UK is a Branch of Manentia Wealth Consulting Group AG which is registered with FINMA as Insurance Broker under number 29575 and member of PolyReg/PolyAsset as Portfolio Manager. https://zurl.co/nMqk

    UK Budget 2025: How It Will Impact Your Financial Planning and Investments

    UK Budget 2025: How It Will Impact Your Financial Planning and Investments

    mwcgroup.global

  • Unternehmensseite von MWC Group anzeigen, Grafik

    1.871 Follower:innen

    🌍 Cross-Border Wealth Strategies: Lessons from Greece's Golden Visa 🏡 Greece's Golden Visa Program has recently attracted a significant number of UK and US investors, highlighting the growing trend of high-net-worth individuals seeking cross-border investment opportunities. While the program offers residency benefits, it also underscores the importance of diversifying wealth through international real estate and cross-border financial strategies. For investors, these opportunities extend beyond Greece. It’s about having a well-rounded financial plan that considers global markets, tax efficiencies, and residency advantages across different regions. 👉 Is your wealth strategy aligned with global opportunities? Let’s discuss how cross-border planning can enhance your portfolio and long-term wealth. Connect with us mwcgroup.global #crossborderfinance #globalinvesting #wealthdiversification #GoldenVisa #investmentstrategy #financialplanning #wealthmanagement #americansabroad #expats 🔗 Read more about Greece's Golden Visa Program https://lnkd.in/d4fSpxRy This post is prepared for information purposes only and should not be interpreted as investment advice nor is it an invitation by MWC Group to any person to buy or sell any investment. MWC Group has based this post on information obtained from sources it believes to be reliable. Manentia Wealth Consulting Group Limited is licensed and regulated by the Malta Financial Services Authority (MFSA) under the Investment Services Act to provide investment services as a Portfolio Manager and under the Insurance Distribution Act to act as an Enrolled Insurance Broker. Manentia Wealth Consulting Group Limited is a subsidiary of Manentia Wealth Consulting Group AG (Swiss company registered number: CHE-116.117.306).

    Greece Sees Significant Increase in Investments by UK, US & Israel Nationals Through Golden Visa Program

    Greece Sees Significant Increase in Investments by UK, US & Israel Nationals Through Golden Visa Program

    schengen.news

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