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.

I’ll help you get a great mortgage deal and save you time. I’ll compare offers from different banks and guide you through the entire process, from the initial consultation to drawing down the loan. I’ll also help you refinance your mortgage or set up life insurance. With over 15 years of experience, a personalized approach, and clear, easy-to-understand advice, I look forward to working with you.

The company has a 25-year history of investing in real estate. It offers bonds with yields of up to 9%. Its investment portfolio includes EFI Hotels, EFI Brewery, office buildings, and residential properties. The real estate agency also offers its services to you. The insurance services division will help you purchase insurance.