Legal notice

Site publisher

This website is published by an independent wealth analyst practising in French-speaking Switzerland as a non-tied insurance intermediary under the ISA.

Regulatory status

Insurance intermediary registered with FINMA (Swiss Financial Market Supervisory Authority). Activity carried out as a non-tied intermediary, with no affiliation with any bank, insurance company or financial group.

Areas of activity

• Comprehensive financial planning
• Insurance intermediation (non-tied intermediary)
• Referral to specialised partners (banks, notaries, lawyers, fiduciaries)

Liability

Information published on this site is for informational purposes only and does not constitute financial advice, nor an offer of any product or service. All decisions should be made following a personalised consultation taking your individual situation into account.

Intellectual property

All content on this site (texts, images, graphics) is protected by copyright. Any reproduction, even partial, requires prior authorisation.