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 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.
An association of individuals dedicated to providing independent consulting and advisory services in the areas of financial and wealth management and risk management for individuals and corporations. Services mainly include investment advice and home loan brokerage.
Offering financial advice on mortgages, leasing and insurance. We also provide the possibility of personal financial advisor services. We focus on providing a financial plan, summarizing your current financial situation and insuring real risks. We also specialize in small and medium sized businesses.
Professional financial and property consultancy. Advice on mortgages, funding personal goals, insurance, preparing funds for retirement, investments and securing growth in asset values.
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