Swiss and Global Advisory - Navigating the Complexities of Modern Wealth Management

Swiss and Global Advisory - Navigating the Complexities of Modern Wealth Management

This report provides a comprehensive analysis of Swiss Global Advisory, a firm established on August 1, 2025. The study is based on the premise that its founding was a direct response to the evolving challenges facing high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), capital firms, and family offices in Switzerland and beyond. By examining the regulatory landscape, geopolitical pressures, and the unique expertise of its founder, Mr. Bojan Ilic, this report deconstructs the strategic positioning, service offerings, and potential impact of the firm. It synthesises information from multiple sources to build a detailed picture of a company operating at the intersection of finance, security, and compliance in one of the world's most sophisticated financial centres.

The Founding Imperative: Addressing the Evolving Regulatory and Geopolitical Landscape

The establishment of Swiss Global Advisory on August 1st 2025 — the Swiss National Day — was not an arbitrary choice but a deliberate act signalling its alignment with Switzerland's core values of precision, stability, and reliability <user>. This date serves as a powerful brand statement, suggesting the firm is built on a foundation as solid as the nation's own. However, the "today's challenges" it seeks to address are multifaceted, rooted in a confluence of stringent new regulations, persistent geopolitical risks, and the inherent complexities of modern wealth management. The firm’s existence is a direct response to the need for sophisticated advisory services capable of navigating this treacherous terrain. The primary drivers compelling the creation of such a specialised entity can be categorised into three interconnected domains: a hyper-regulated environment, significant sanctions and cyber threats, and the complex operational demands of family offices.

The Swiss financial sector has undergone a profound transformation, marked by a series of regulatory overhauls designed to enhance transparency and combat illicit finance. The introduction of the revised Anti-Money Laundering Act (AMLA) and the Federal Act on the Implementation of Recommendations of the Global Forum in 2025 represents a seismic shift.

For HNWIs, UHNWIs, and the institutions serving them, this means a dramatic increase in due diligence requirements and reporting burdens. FINMA, the Swiss Financial Market Supervisory Authority, has made it clear that non-compliance carries severe consequences, including fines exceeding CHF 100 million.

The Strategic Architect of Swiss Global Advisory

The strategic direction and credibility of Swiss Global Advisory are inextricably linked to its business owner, Mr. Bojan Ilic. His background is not merely a list of credentials but a carefully curated portfolio of experiences that aligns perfectly with the firm's mission to provide elite consulting, risk management, security, and investigative services. His extensive career in security, intelligence, and defense, spanning over three decades, forms the bedrock of the company's value proposition.

This deep-seated expertise ensures that the firm approaches risk not just as a set of compliance checkboxes but as a dynamic, real-world threat landscape requiring proactive mitigation. His educational and training background in police and criminalistics sciences further grounds his practice in rigorous, evidence-based methodologies, a crucial element when dealing with high-stakes investigations and forensic analysis.

Mr. Ilic's involvement in high-profile international projects, including work with the United Nations Office on Drugs and Crime, lends him a level of gravitas and global perspective that few local advisors can match. This experience suggests an intimate understanding of transnational crime, money laundering techniques, and the intricacies of international law enforcement cooperation—knowledge that is invaluable when advising clients whose assets are spread across multiple jurisdictions. This background allows Swiss Global Advisory to look beyond standard Swiss-centric advice and provide a truly global perspective on risk. His membership in prestigious networks like the Forbes Business Council, the Swiss Criminalistic Association, and the International Police Association (IARPO) is a strategic masterstroke. These affiliations immediately elevates Mr. Ilic's personal brand and that of his company, granting him access to a powerful network of C-suite leaders, entrepreneurs, and other influential figures in the financial and business worlds.

Core Service Offerings: Integrating Compliance, Security, and Strategic Advisory

Swiss Global Advisory's service portfolio is meticulously designed to address the full spectrum of needs for its target clients. The three pillars of its offering - consulting and advisory, risk management, and security and investigations - are not offered in isolation but are deeply integrated, reflecting the firm's holistic approach to protecting and growing wealth in a volatile world. This integration is the core of its value proposition, moving beyond traditional siloed services to offer a seamless, end-to-end solution for navigating complex financial and security environments.

The consulting and advisory services provided by the firm are broad and client-centric. They include discretionary mandates, where portfolios are actively managed according to a client's specific preferences and risk appetite, with continuous adaptation to changing circumstances