Partner with IBEX | Referral Program for Advisors
Swiss Institutional Environment
Advisory

Partnership Program

We partner with leading Family Offices, Private Banks, and Legal Counsel to provide seamless Swiss relocation solutions for their UHNWI clients.

The IBEX Proposition

Our partnership model is built on absolute discretion, technical excellence, and mutual value creation.

Technical Depth

Access our deep expertise in Cantonal tax rulings and immigration law to complement your existing advisory services.

Absolute Discretion

We operate as a white-label or co-branded partner, respecting your primary client relationship at all times.

Referral Structure

Benefit from a formal, transparent referral fee structure or reciprocal business arrangement.

Lead Magnet

Advisor Guide 2026

Request our technical 1-page summary on Swiss Lump-Sum Taxation for professional intermediaries.

Request Advisor Guide via Email
Newsletter

Regulatory Updates

Stay updated with our latest regulatory insights.

Contact to Subscribe
Strategic Real Estate Brokerage

Global Physical Assets

Through our sister firm, IBEX PROPERTIES Ltd (ibex.properties), our clients gain exclusive access to the Swiss real estate market.

Lfid Supervised: Licensed real estate broker in Canton Ticino, operating under strict Lfid supervision.

National Network: Acting as a primary liaison between 10 boutique local agencies covering every linguistic region of Switzerland.

Swiss Luxury Real Estate

Institutional Memberships & Registrations

STEP
Member Firm
SWMA
Registered Partner
VQF SRO
Regulatory Member
OAR-G
Geneva Oversight