We are part of Swiss Life, a Swiss financial group with more than 165 years of experience in providing pension and financial solutions. We offer comprehensive financial advice. With our educated and motivated financial consultants, we will create a financial plan for you according to your needs.
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.
Our company specializes in providing expert investment advice and creating investment plans. We help investors, whether novice or experienced, navigate various investment opportunities and effectively manage their finances.
Our office has a comprehensive financial advisory practice. We focus on independent economic advice, financial intermediation and digital asset services.
We are a company of certified financial advisors and real estate brokers who help our clients in crucial life situations. We provide comprehensive solutions for our clients in the areas of investments, mortgages, insurance, loans and real estate.
We offer a wide range of investment instruments from managed portfolios through individual funds from different investment managers to long-term investment products. We also specialise in supplementary pension savings.
Our firm specializes in private equity, providing capital to small and medium-sized businesses for their growth and innovation. We offer expert advice and support to help improve our clients' operations and strategy. With us, you can achieve significant growth for your company.
We operate an investment company. We pride ourselves on unrestricted access to the global financial market, emphasizing diversification and objective decision-making independent of banking groups.
The Financial Group is made up of complementary divisions that offer a wide range of activities with a cross-sectoral focus. From stable investment opportunities through the construction of development projects and the sale of luxury real estate to the complete management of clients' finances.