Origin Smart Wealth is a financial advisory practice that offers a comprehensive wealth management service. Their mission is to provide clients with financial peace of mind by managing their financial affairs through long-term, relationship-based guidance. The firm specializes in investment planning, retirement planning, financial protection, and corporate financial planning. It operates as a Partner Practice of St. James's Place Wealth Management, which means its clients have access to the St. James's Place distinctive investment management approach.

Founded in

Switzerland