About people, beyond numbers
The world of finance is often made of cold charts and distant promises. But behind every
investment, every policy, and every pension plan, there is something far more precious: a
story that deserves to be heard and protected.
There is the story of those who built a legacy through a lifetime of sacrifice and now seek
only the certainty that nothing will be lost. There is the story of a young professional who
looks to the future not with fear, but with the ambition of someone who wants to be free,
independent, and the master of their own time.
Beyond the numbers, what is the story you want to write for your tomorrow?
Roots
Born and raised in Switzerland, we embody the meticulousness of our heritage, carefully selecting precise solutions tailored to your genuine needs.
Passion
Since 2012, we have been more than just advisors; we are your partners. We invest with you and for you, putting our dedication and expertise to work for your wealth.
Compliance
Your security is our priority. We operate with full transparency, officially registered with FINMA and RegFix, ensuring compliance with the highest regulatory standards.
Personal Testimonials
I entrusted the management of my asset structure to this firm after a thorough analysis. I found their management to be precise and their understanding of my needs to be accurate. Their approach is methodical and free from the commercial pressure often present in the industry. A solid point of reference for those seeking reliability.
Barresi A.
Keller D.
Huber S.
The peace of mind of having everything under control.
True financial freedom is not measured in numbers, but in the ability to look toward the future without worries. We build for you a solid and secure structure, capable of protecting your projects and giving you the freedom to enjoy the journey. Because the greatest luxury is being able to switch off, knowing your course is in expert hands.
What we do?
Strategic Investments
A careful selection and a long-term perspective form the foundation of our approach. We don’t chase trends, but focus on lasting value. We identify solid opportunities to grow your wealth through a structured approach where risk management is central.
Asset Protection
Make your legacy untouchable. Your success deserves an absolute defense. We secure your assets — financial, real estate, and corporate — through solutions that guarantee maximum control: from asset protection against creditors to total freedom in choosing your beneficiaries.
Individual Pension
Your freedom needs a plan. From building an efficient third pillar to maximize your tax savings today, to strategic consulting as retirement approaches. We stand by you at every stage, turning your working years into the financial freedom you deserve.
Meet the team
Santo Serrao
Theo Crestani
Renato Marangoni
Delphine Andrade
Dario Nardone
Nelly Busacca
Alina Keller
Daniel Saramet
Natasha Egger
Enjoy the ride
Informations
Contacts
Loyal Group
Sumpfstrasse 18
6312 Steinhausen – ZG
Switzerland
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Loyal Group – Sumpfstrasse 18, 6312 Steinhausen – ZG