VZ Holding is a Swiss financial company, specialising in providing financial advice for Swiss nationals, rather than international clients. The Swiss tax and pension laws are complex, and negative interest rates from the Swiss National Bank have driven many consumers to seek advice.

The company follows best-practice financial advice with clear disclosure and no conflicts of interest. Unlike some countries, VZ's financial consultants are permitted to provide a wide array of advice including tax and estate planning.

After a consultation, clients have the option of investing through VZ's platforms, which many do, and this forms the majority of the company's revenue. Over time, many clients also opt into VZ's banking and insurance offerings. The company holds a banking license and originates mortgages and also holds an insurance license.