With our dual expertise, we reinvent the rules between banks, insurance companies and their customers.
With our holistic and conflict-of-interest-free consulting, we make sure to implement the right solutions in the hands of the right providers.
We are obliged by law (Art. 183 AVO) to act on your behalf and not on behalf of financial institutions like bank or insurance advisors.
We advise exclusively on the basis of established scientific findings - evidence-based and prognosis-free.
Through our efficient and structured consulting process, we minimize your time spent on administrative work to the necessary minimum.
Through our multilingualism (German, English, French, Italian, Swedish, and Danish), we have a deeper empathy for the needs of our national and international customers - be it at home or abroad. We understand you.
Our form of remuneration is simple. It takes the form of a 'risk/assets under management fee' or on a fee basis.
This fact generates an added value for the customer, ensuring that a long-term, binding, and personal partnership is established and kept.
Use our efficient and structured advisory process to your advantage. Most bank or insurance advisors are only concerned with the liquid assets they manage or the insurance component they oversee. This leads to a patchwork of assets instead of an optimization of your overall situation. We tie together all of your existing assets, risk building blocks, and your human capital.