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DirectoryFinance & InsuranceFinancial ServicesChavannes-De-BogisSwin Partners Sàrl
Swin Partners Sàrl Logo
Verified· 3 sources

Swin Partners Sàrl

Summary

About the company

The company SWIN PARTNERS offers services in the field of finance and insurance. The core activities include: * Consulting and management of pension plans (1st, 2nd and 3rd pillar) * Tax consulting and planning for Swiss and French taxes * Asset management and investment advice * Insurance services (LAMAL, LCA, liability, accident, health insurance) * Support in the search and recovery of unclaimed assets * Administrative and tax support for employees in Switzerland and on the border with France. The company positions itself as a comprehensive financial services provider, offering its customers individual solutions and advice to achieve their financial goals.

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Products & services

Industry:Financial Services
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✓ Offered8
Administrative and tax advice
Personalised advice and administrative and tax support for Swiss residents and cross-border workers, depending on their professional and tax situation.
Insurance
Complementary LAMAL and LCA, property, household, casco, liability, legal protection, SECU and LAMAL enrolment.
Retirement planning
AVS contribution assessment and retirement planning advice for Swiss residents and cross-border workers.
Second pillar (LPP)
Advice on occupational pension provision, transfer back of LPP assets and free-passage accounts, recovery of unclaimed assets.
Third pillar
Advice on choosing a 3rd pillar, bank or insurance, with tax analysis, withdrawal conditions, taxation and investment optimisation.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 42 reviews across all connected sources

Sources
GGoogle4.942
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin du Poste 16 d
1279 Chavannes-De-Bogis
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-421.575.952
Founded
2021 · 5 years
Last commercial register change
November 24, 2025
Employees
11 to 20

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