PATRIUM Sàrl is an independent advisory office focused on wealth analysis and consulting. The company provides services in insurance, savings and investments, pillar 3a and life insurance, pension solutions, mortgages, real estate transactions, and estate matters.
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Wealth analysis and advisory covering insurance for private individuals and businesses, savings and investments, the 3rd pillar and life insurance, pension funds, retirement, mortgages and real estate.
Insurance for private individuals & businesses
Insurance for private individuals and businesses, integrated into wealth advice and financial planning.
Savings and investments
Savings and investments, with support in managing assets and financial goals.
3rd pillar & life insurance
The 3rd pillar and life insurance, with retirement solutions linked to building up and protecting capital.
Pension funds & BVG solutions
Pension funds, BVG solutions and portability of vested benefits for occupational retirement provision and retirement assets.
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