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.

I provide expert advice on asset management for both individuals and businesses. I assist clients with investment strategies, analysis of existing portfolios, management of financial reserves, and selection of suitable investment solutions. I place an emphasis on long-term partnerships, clarity, and a personalized approach.

I help people and businesses with their finances, mortgages, investments, insurance, loans and savings. I offer a personal approach, clear explanations and tailored solutions. Consultations are free, online or in person anywhere in the country.

The world of finance can be complicated, but you don’t have to navigate it alone. No matter what you’re dealing with, I’m here to guide you through every step. I focus on empathy, a human touch, and solutions that make sense to you. Together, we’ll go over your goals, and I’ll make sure the entire process is smooth and easy to understand for you.

We offer insurance for individuals, businesses and large corporations. We provide insurance for people, vehicles, small and medium-sized businesses, employees, legal protection, property and citizens, industry and entrepreneurs, liability or municipal insurance program. We provide assistance services.

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.