Who we work with
PartnersWe work independently with a network of insurers, pension institutions and asset managers in Switzerland. This allows us to compare offers from many providers and to say clearly what we recommend and why. Here you will find all companies, grouped by area.
0131 Partners
Insurers
0214 Partners
Health insurers
0316 Partners
Pension institutions
- CoOpera
043 Partners
Asset managers
The discretionary mandates are run by the asset managers named here. The custodian banks hold the assets in custody.
0510 Partners
Custodian banks of our asset management partners
Logos and names are trademarks of the respective companies. Naming them is not a recommendation of any particular product.
06Without obligation
Let's discuss your situation
Every advisory engagement begins with a conversation, by phone, email, or in person in Zurich. We take the time to understand your situation before making recommendations. The initial consultation is free of charge and without obligation.