Matthieu de Wolff

With over 30 years of experience in finance, I advise individuals, families and entrepreneurs on managing, structuring and protecting their wealth.

I hold the Swiss Federal Diploma as a Financial Advisor and have worked for several leading financial institutions, including Credit Suisse, Lombard Odier, BCV, Société Générale and Banque Syz. Through these roles, I developed extensive expertise in portfolio management, risk management, Lombard lending and mortgage financing.

Since 2023, I have focused on my clients’ overall financial well-being, adopting a comprehensive 360-degree wealth planning approach. This has enabled me to develop in-depth expertise in financial planning, pensions, insurance, mortgage financing and investment solutions.

As the founder of WOLFFinance, I am committed to providing independent, rigorous and personalised advice focused on creating long-term value and aligning my clients’ financial decisions with their life goals.

matthieu de wolff

Values

Guiding principles

Respect

I place particular importance on respecting my clients: their vision for their wealth, their need for discretion, their strategic choices and their existing professional relationships. I favour a collaborative approach and seek to build trusted relationships that endure over time.

Independence

Independence is one of the foundations of my approach. Preserving my clients’ financial freedom and ability to make their own decisions is an absolute priority. I present the available options and opportunities clearly, enabling them to make informed decisions freely, transparently and with a full understanding of their implications.

Commitment

I listen carefully to my clients and respond with diligence, sound judgement and professionalism. My proactive approach allows me to anticipate challenges and provide solutions tailored to their circumstances. I believe that consistent availability and personal attention are essential to delivering an exceptional service and achieving lasting results.

Excellence

My commitment to excellence is reflected in the quality of the service I provide and in the careful selection of partners recognised among the leading specialists in their fields. With meticulous attention to detail, I ensure precise follow-up and rigorous oversight at every stage.