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DirectoryFinance & InsuranceBanksGenevaLemanHawk Sàrl
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LemanHawk Sàrl

Summary

About the company

The core activity of Banque WIR is the provision of banking services, particularly the promotion of small and medium-sized enterprises (SMEs) in Switzerland through alternative banking services. This also includes services in the area of pension and retirement planning, such as the management of 3rd pillar accounts and the offering of pension and life insurance policies.

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Products & services

Industry:Banks
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8
Pension and Financial Planning
Pension and financial planning with analysis of pillars 1, 2 and 3, retirement simulations, tax optimisation, retirement planning and ongoing advice.
3rd Pillar Comparison and Advice
Comparison of 3a and 3b solutions, with side-by-side review of capital, returns and fees, plus advice by phone, video or in person.
1st Pillar Analysis
Simulation of AVS, AI and retirement pensions, analysis of coverage gaps and recommendations to improve benefits.
2nd Pillar Analysis
Simulation of pensions and capital, analysis of coverage gaps, optimisation of occupational pension benefits and advice on payout and supplementary solutions.
Vested Benefits Search and Optimisation
Search for forgotten vested benefits assets, consolidation of accounts and advice on optimal investing or transfer of the funds.
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Location

Rue du Commerce 4
1204 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-498.246.420
Founded
2024 · 2 years
Last commercial register change
September 5, 2024
Employees
1 to 10

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