Our team

Brevet Technicien Supérieur in insurance.
More than 15 years of experience in the insurance field.
Manager of all branches and back-office manager in a brokerage company.
Life and pension insurance advisor for a large Swiss insurance company.

Graduate ESC and EHL. 20 years of experience in various strategic and management positions in the international luxury hotel industry. Specific skills: administration and human resources, marketing and communication. Languages mastered: French, English, German, Italian.

Active in the industry since 1993. Unrelated intermediary, registered with the Federal Office of Private Insurance. Qualified advisor for individual and occupational pension plans. Language skills: French. FINMA: Register no. 26144, certified by CICERO under no. 21’753.

Financial advisor, IAF graduate. Carpenter-cabinet maker’s certificate of competence. Apprenticeship as carpenter-cabinetmaker, activity as foreman and foreman in the construction field. Unrelated intermediary, registered with the Federal Office of Private Insurance. Consultant for individual and occupational pension provision. Language skills: French. FINMA: Register No. 29323. Certified CICERO under n° 13’227.

HES business economist, specialist in social insurance and financial planning with federal patents. Client advice and file management in social insurance and life insurance (individual and occupational pension plans). Languages spoken: French, Portuguese. FINMA : N° register 32195. Certified CICERO under No. 21’515.

An ASA actuary. 30 years of experience in the fields of reinsurance, consulting and pensions. Director of a pension fund foundation for 14 years. Languages: French, German.

CFC as a commercial employee with a large pension fund company
Back-office manager for a brokerage company
Active for more than 8 years in the field of insurance with social insurance and pension institutions

Holder of a federal patent in social insurance.
Micro MBA in business management.
Active for more than 10 years in the field of occupational benefit planning with various foundations and pension funds.
CFC in insurance with one of the largest insurance companies in Switzerland.

20 years of experience in accounting.

CFC as a commercial employee.
Early-career in a trust company.
20 years of expérience in accounting for PME.
Languages mastered: French, Spanish.

CFC as a commercial employee in the insurance field
Intermediate Insurance graduate AFA
25 years of experience in patrimony and pension scheme
Manager and advisor for major insurance companies
Languages mastered: French, Spanish

Financial adviser with federal patent. More than 5 years of experience in large insurance groups. Specialized in occupational pension plans. Languages: French, English.

CFC as a commercial employee with a large Swiss company. Intermediate insurance graduate AFA. Manager of all branches with various brokerage companies. Administrative assistant at an asset management company. Languages: French, English.

CFC of a commercial employee with a personnel placement agency. Administrative assistant in a personnel placement agency. Customer service assistant at a large pension fund. Languages spoken: French, Italian.

Bachelor’s degree in Business Administration with a major in Banking and Finance.

Financial advisor with an IAF diploma, specializing in wealth, pension, insurance and financing.

Several years of experience as a Multi Asset Trader in a private bank.

26 years of experience in insurance, including 11 years in brokerage.
Manager of all branches for different brokerage companies.
Federal diploma of financial advisor.
Finma register number : 25932

With nearly 10 years of experience in the insurance industry with Swiss and European companies.

Administrative assistance and client management

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Holder of a master’s degree in marketing and communication. Specialist in strategic and operational marketing. Training in digital marketing in 2016. 15 years of experience in major industrial groups. Languages spoken: French, English.