Independent expert advice in financing and insurance management.
Personalized advice in insurance, pensions and financing.
Based in Nyon, we advise a deliberately diverse and select clientele of individuals, self-employed professionals, SMEs, large companies and family offices.
Our expertise covers insurance and pension brokerage and management, claims management, specialized insurance, and real estate and mortgage financing.
Expertise and experience
30 years of experience in financing and insurance portfolio management.
Personalized advice
A dedicated contact and recommendations tailored to every personal or professional situation.
Negotiating strength
An independent comparison of solutions from insurance and financing providers.
Our Areas of Expertise
Real Estate Financing
Neutral advice, mortgage brokerage and search for solutions with banks and insurance companies in French-speaking Switzerland.
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Family Office
Coordination of insurance, pension and financing needs for families and wealth-holding structures.
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Third Pillar & Pensions
3a and 3b insurance, life insurance, capital accumulation and coverage of risks linked to disability or death.
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Business Creation
Support in choosing the legal form, insurance, financing and partners of your business.
LEARN MORE arrow_forwardA clear approach focused on your interests.
We start with your situation, consult the market and remain at your side to implement and monitor the selected solutions.
Situation analysis
Analysis of your private or professional situation and identification of the risks to be covered.
Comparison and negotiation
Consultation with partners and comparison of coverage, terms and costs.
Implementation and monitoring
Coordination of procedures, adjustment of coverage and support in the event of a claim.
Who are our services aimed at?
Entrepreneurs
Business protection, professional insurance, civil liability and executive coverage.
Families
Asset protection, pension planning, life insurance and wealth transfer.
Leaders
Coverage of professional risks, financing and support of the company.
“As independent experts, we advise our clients with their best interests in mind.”
Let's talk about your needs.
Contact us for an initial personalized assessment, free of charge and without obligation.
CONTACT USexperience in financing and managing insurance portfolios.
to compare solutions and best defend the interests of our customers.
support in monitoring files with companies.
