Comprehensive mortgage, investment, insurance, savings, credit and banking advisory services.

Quality is absolutely essential for us. Personal approach and expertise are key to building trust with our clients. Our insurance and financial services are characterised by stability and a focus on quality, enabling us to provide reliable and valuable solutions that meet our clients' needs.

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.

At our offices we have long been providing comparison, arranging and servicing of all insurance: compulsory liability, motor breakdown, house, home, home, business and liability insurance. We will arrange a replacement vehicle for the injured party free of charge. We will also take care of your credit.

We offer insurance that is set up with professional expertise and at the same time, according to the individual needs of the customer. Quality insurance and great service, are top priorities. Our customers are mainly companies and entrepreneurs, but we also offer services for citizens.

We provide universal insurance licensee services to individuals and businesses. We offer life, property, casualty, travel, health and automobile insurance to individuals and fleet, liability, natural hazard and machinery insurance to corporations.

Advice in financial and private wealth management. Representation of Swiss Life Select a. s.