Introduction

We are certified by more than 30 Swiss companies (banks and insurance companies) without being linked to any one of them in particular. 
This independence gives us the necessary objectivity to be able to select, together with you, the partners best suited to your specific needs.

Our staff is made up of professionals in the domain of finance and insurance who can draw on their years of experience at the largest Swiss firms.

We make effective use of the most advanced computerized analysis and communication technologies, with a high level of security. These are continuously being improved to ensure our effectiveness and efficacy. 

Furthermore, our staff continuously works to enhance their knowledge and skills, which is critical to be able to offer you the best products and services on the market.

We are accredited by FINMA under no. 33486.