Your Personal
Investment Office

We provide individually
tailored investment services.

Years of Experience 83

Years of Experience

Markets Covered 107

Markets Covered

Projects Completed 12

Projects Completed

Currently Invested 328

Currently Invested

We believe in making things simple

We focus on a solution and are independent. We prefer a straight forward strategy to achieve the best solution for you from a wide range of possibilities.

Who We Are icon

Square Consulting offers a wide range of services as Personal Investment Office.
We focus on your goals and desires while considering all financial and non-financial aspects of your assets. We are strong in asset allocation and optimization to achieve long-term wealth preservation, in advice on investing in single instruments to take advantage of short-term market movements, and in asset controlling to give you an efficient control tool.

SERVICES

Exceptional results are built with outstanding quality of service.
Wealth Management

Wealth Management

We manage your investments with a long-term view and are seeking to create returns which are consistent with your needs and expectations.

Alternative Investments

Alternative Investments

We advise you on private equity, real estate investments, crypto investments and ESG.

Controlling

Controlling

We provide a comprehensive overview of all portfolios you hold with different banks to obtain a steering cockpit.

TEAM

We combine multiple decades in investment experience from Family Offices, Investment Banks and Institutional Asset Managers to help you navigate the financial markets.

Vitali Halblau

Founder & CEO

Stéphane Berberat

Portfolio Manager

Maria Dragalova

Portfolio manager

Björn Holste

Partner

CONTACT

Let our experience work for you! Get in touch to set up a personal meeting for a direct impression!

Email Us

info(at)square-consulting.ch

Call Us

+41 44 586 56 06

Meet Us

Bahnhofstrasse 24, CH-8001 Zurich, Switzerland

Rue du Mont-Blanc 3, CH-1201 Geneva, Switzerland