According to its own accounts, the group sells neither financial products of its own, nor such by third parties for a commission or kickback payments and should therefore have no conflicts of interests.

[3] The services of VZ Group are targeted predominantly towards individuals and couples aged 50 or above, who wish to prepare for retirement.

Their aim was to bring transparency to Switzerland’s insurance and banking industries by providing price and service comparisons.

Today, the financial service provider advises private individuals in the areas of retirement, tax, investment, mortgages, estate, and insurance.

For institutional clients, VZ Group provides assistance with pension fund solutions, corporate succession, and the management of insurance policies.

[13] In addition, VZ Group acquired a majority stake at the London-based financial advisory company Lumin Wealth Ltd.