Swiss Insurance & Financial Services
Personal insurance, health insurance and financial coordination for international clients establishing their lives in Switzerland.
Moving to Switzerland brings a number of important financial and insurance decisions. SwissPrivé provides one trusted point of contact to help international individuals and families establish the appropriate protection, structures and services from the beginning.
From Swiss health insurance and personal coverage to vehicles, pensions and tax matters, we coordinate solutions according to your individual situation: personally, clearly and with trusted Swiss specialists where required.
Discuss Your RequirementsAll insurance services are coordinated under Swiss law in cooperation with a licensed Swiss insurance partner.
Health Insurance in Switzerland
For newcomers to Switzerland, arranging the appropriate health insurance is one of the first important steps.
SwissPrivé assists international individuals and families with the selection and coordination of Swiss health insurance, including mandatory basic health insurance and supplementary coverage according to their personal circumstances.
We help make the process clear, compare the appropriate options and coordinate implementation so that your Swiss health insurance is properly arranged from the beginning.
Key services
Personal & Property Insurance
The right protection for your life and assets in Switzerland.
Once you establish yourself in Switzerland, your insurance requirements extend beyond health insurance.
SwissPrivé coordinates personal liability, household, property, vehicle and other private insurance solutions according to your residence, lifestyle, assets and individual requirements.
Where appropriate, we can also coordinate insurance requirements for additional privately held assets and more specialised situations.
Key services
Pension & Investment Planning
Building your financial position in Switzerland.
For clients establishing longer-term interests in Switzerland, appropriate pension and investment planning can become an important part of their overall financial position.
SwissPrivé coordinates pension and investment planning according to each client’s objectives, financial circumstances and future plans.
This may include Swiss pension arrangements, Pillar 3a and individually structured investment solutions through qualified specialists.
Key services
Tax Declaration & Coordination
Practical support for your Swiss tax obligations.
SwissPrivé coordinates tax declaration and related tax matters for international individuals and families requiring trusted support in Switzerland.
From annual tax declarations to questions arising from a client’s financial and residential situation, we help ensure the appropriate matters are identified and coordinated efficiently.
Where specialised tax advice or structuring is required, SwissPrivé coordinates the matter with qualified Swiss professionals.
Key services
Beyond the Essentials
Every client’s situation is different.
In addition to our core services, SwissPrivé can coordinate further insurance and financial requirements connected with your life, property and privately held assets in Switzerland.
Rather than offering an unnecessary catalogue of products, we first understand your situation and determine the appropriate solution, insurer or specialist.
If it matters to you, speak with us.
How It Works
One relationship. The appropriate Swiss solution.
Your Situation
We first understand your residence, family situation, existing arrangements, assets and individual requirements.
Review & Recommendation
Existing coverage and new requirements are reviewed and the appropriate Swiss solutions identified.
Implementation
SwissPrivé coordinates the selected solutions with the relevant insurers and qualified specialists.
Ongoing Support
As your circumstances in Switzerland change, we remain available to review and coordinate your requirements.
New to Switzerland? Start With the Essentials.
Whether you are relocating to Switzerland, establishing a new residence or already living here, SwissPrivé can coordinate the insurance and financial matters that need your attention.