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 assist clients with reviewing credit and consumer contracts, dealing with adverse credit and negotiating with lenders. We assess interest, fees, penalties and other contractual terms. We assess each case individually with the aim of finding the most effective solution to the client's financial situation.