Protecting your wealth.

Structuring it for generations to come.

Independent advice. Anchored in Switzerland.

Schedule a Conversation

40+

Years in Banking

20+

Years C-Suite Leadership

3 Continents · HNWI

Protecting your wealth.

Structuring it for generations to come.

Independent advice. Anchored in Switzerland.

Schedule a Conversation

40+

Years in Banking

20+

Years C-Suite Leadership

3 Continents · HNWI

WHY RELCORE

A Rare Combination of Global Reach and Swiss Precision

Relcore was founded on a simple conviction: that every client deserves an independent and holistic view of their wealth situation - with their interests at the centre of every decision.

Drawing on four decades of experience across global finance - spanning Asia, Europe and the US - Relcore provides tailored wealth advice backed by deep relationships with custodian banks, portfolio managers, and law firms across Switzerland and beyond.

Expertise

Four decades of experience across global markets and asset classes.

Portfolio strategy

Tailored advice on strategic asset allocation and portfolio construction

Asia & US market access

Deep relationships and a proven track record across Asia and the United States

Wealth structuring

Access to a trusted network of specialists - law firms, tax advisors, family offices and relocation experts

Swiss booking center

Guidance on using Switzerland as a booking center for your assets

Expertise

Four decades of experience across global markets and asset classes.

Portfolio strategy

Tailored advice on strategic asset allocation and portfolio construction

Asia & US market access

Deep relationships and a proven track record across Asia and the United States

Wealth structuring

Access to a trusted network of specialists - law firms, tax advisors, family offices and relocation experts

Swiss booking center

Guidance on using Switzerland as a booking center for your assets

Four decades of experience across global markets and asset classes.

Portfolio strategy

Tailored advice on strategic asset allocation and portfolio construction

Asia & US market access

Deep relationships and a proven track record across Asia and the United States

Wealth structuring

Access to a trusted network of specialists - law firms, tax advisors, family offices and relocation experts

Swiss booking center

Guidance on using Switzerland as a booking center for your assets

Managing Partner

Roger Groebli

As former Global Head of Equity Research at ABN AMRO Private Banking, Head of APAC Switzerland at Credit Suisse, and CEO of Reyl Overseas (Intesa Sanpaolo) - Roger Groebli brings 44 years of institutional expertise now placed entirely at the service of his clients.

After stepping back from managing a business, Roger returned to what he has always loved most: advising clients. Relcore is the result - independent, personalised advice built around each client's wealth situation.

CAS Certified Board Member · SAQ Certified Wealth Management Advisor · INSEAD

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Services

Independent portfolio review and advisory
Custodian bank selection and onboarding support
Access to Asian, US and emerging market opportunities
Multi-generational wealth advisory

All services are provided within the scope of applicable Swiss and international regulatory authorizations.

Begin a Conversation

Relcore advises a select number of clients.
We welcome introductions from qualified investors and intermediaries.

Office: Schwyz, Switzerland
Email: roger@relcore-swissadvisory.com
Web: www.relcore-swissadvisory.com

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