We provide tailor-made insurance plans

Your insurance plan should be just as individual as you are. We can create a customised insurance plan to suit your needs.
This tailor-made insurance will be your constant companion for a worry-free and secure life in line with your personal expectations.

Let us handle it

We are the perfect contact partner for all insurance matters, both in your private and professional life. As an independent intermediary (FINMA registration number 31537 and Cicero member number 20862), we will compare a range of plans for you to provide you with innovative solutions and favourable contractual terms. This also includes an assessment of your existing insurances, suggestions for improvements and advice on how to handle risks that have not yet been insured.

Safe in our hands

Calculate your own risks with an innovative insurance plan. Reduce your professional risk premiums and create opportunities for your business that will be easier than ever to achieve. Our motto: Concentrate on your core business, we’ll handle the associated operational risks. Trust us to handle your insurance plans.

Many benefits

Our area of expertise lies in providing assistance for banks, fund and asset managers, external property managers, family offices, pension funds, trusts and other asset-management institutes. Benefit from a range of advantages provided by our expertise in these key areas:

  • Extensive knowledge of legal and regulatory developments and the economic challenges facing the industry.
  • Experience in risk management.
  • Your own broker service with high transparency.

You can also benefit from

  • Flat hierarchies with a lean cost structure and efficient communication.
  • A valuable network of experts for a diverse range of topics.
  • Flexible organisation of the contractual relationship: we can either have a one-time collaboration on a project-by-project basis or we can take over you risk and insurance management on the basis of a mandate.
  • Quick reaction times – even in the case of complex issues.
  • Prompt delivery of the agreed solutions.
An independent intermediary needs strong partners at its side to provide comprehensive services for its insurance plans.

Our partners include

If you are interested in working with us, we would be happy to discuss this with you personally in order to get to know you or your business. Our advice is provided on the basis of respect and trust, we will not force you to do anything you aren't comfortable with. You should only work with us if our relationship has the right chemistry and you are impressed by our solutions.

We would like to hereby invite you to a non-binding consultation in person.

Contact us