10+ PEOPLE
employed across the group
Key Numbers
Swiss-based
3800+ CLIENTS
served globally
73+ SOFTWARE
projects developed
AREAS OF ACTIVITY
Private retirement & Protection
Private pension planning and retirement savings solutions, alongside PPLI-based solutions for tax planning, estate planning, and capital protection.
Investment & Wealth planning
Advisory and financial planning services specializing in investment management and wealth planning.
Technology & Fintech
Development and promotion of software solutions, with a primary focus on fintech applications and services.