We advise on insurance, investment products, mortgage and consumer loans. We offer life, accident and property insurance, motor insurance, pension savings and mutual fund investments.
Offering financial, economic, management and investment advisory services. We provide specialized financial and economic research. We undertake publishing activities and conduct professional training programs or seminars.
We are partners of insurance companies. We provide mortgages, loans, building savings, tailored financial planning, insurance, pension solutions and additional services. We offer travel insurance, liability insurance, home insurance and insurance for residential and commercial units.
We can help you with the appreciation of your savings, attractive savings, retirement security, property, health and life insurance against all risks, as well as financing for housing or other needs. You can contact us for professional advice and recommendations across many financial institutions.
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.
We provide comprehensive advice and service in personal and family finance. We set up an effective employee benefit plan for companies and recommend the most appropriate tax deductible product. We can advise you on tax issues and get you the best deal from insurance companies.
Offering software systems for capital and financial markets and integrated trading systems including consulting and outsourcing. Our solutions cover exchange trading and settlement, private banking, client portfolio management, risk calculations for risk management, reporting and reporting.