Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.

Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.

Expert pension calculations, determining the appropriate retirement, early retirement or over-service period. Review of pensions already awarded. Professional advice and recommendations on pre-retirement procedures to maximise retirement income. Special - disability, mining, foreign pensions. Aimed at anyone aged 55+.