I am an investment advisor specializing in the creation and management of annuity plans. I create investment portfolios for current and future annuitants. I work on an honorarium basis. That way, you pay for our services and not a bank or investment fund. I only protect your interests. We've been helping since 1993.
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.
Chartered investment consultancy. Our remuneration is mostly from profits. If you have sold a business or have units, tens or hundreds of millions of crowns to invest. Our clients are business owners, senior executives or it professionals who don't have time to worry about their money.