Bancassurance: Subsidiary of an international group, Swiss Heritage Consulting sets up in La Tour-de-Trême

Bancassurance: Subsidiary of an international group, Swiss Heritage Consulting sets up in La Tour-de-Trême
Bancassurance: Subsidiary of an international group, Swiss Heritage Consulting sets up in La Tour-de-Trême

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Swiss Heritage Consulting SA, the Swiss subsidiary of an international group, has opened an office in La Tour-de-Trême. The company is active in bancassurance, i.e. financial analysis and insurance coverage, wealth planning, optimization of taxation or improvement of returns.

The La Tour-de-Trême branch employs around ten people. ©DR

The La Tour-de-Trême branch employs around ten people. ©DR

Published on 06/15/2024

Estimated reading time: 1 minute

A new player specializing in financial advice is establishing itself in the canton. Swiss Heritage Consulting SA, the Swiss subsidiary of an international brand, has opened an office in La Tour-de-Trême. This branch, managed by Jonas Bossel, employs around ten advisors active in bancassurance, i.e. financial analysis and insurance coverage, wealth planning, optimization of taxation or improvement of returns.

If the group has been present in Switzerland since 2005, this is the first branch in French-speaking Switzerland. Most of the advisors based in Gruyère come from an office which opened in 2013 in Gals, in Bernese Zealand, to cover the canton of Neuchâtel and the Berne region. “There were several of us from Gruyère working in Gals. This location offers us greater proximity for a clientele already largely developed through word of mouth in the canton of Fribourg. We chose La Tour-de-Trême because of the availability of premises in this very dynamic economic cradle of Gruyère,” explains Loris Bossel, one of the Friborg advisors.

The brand, which employs nearly 200 employees in the country, has around fifteen agencies, mainly in German-speaking Switzerland and Ticino. “The objective is to develop French-speaking Switzerland. Five or six offices should open in the coming months,” announces Loris Bossel.

Swiss Wealth Consulting SA is part of the Deutsche Vermögensberatung (DVAG) group, the largest independent financial advisory company in Europe. Present in Germany, Austria and Switzerland, the structure founded in 1975 has 5,000 offices, employing 18,000 people and counting more than 8 million clients. In 2023, the group’s turnover reached a record of 2.3 billion euros. The value of the contracts reached 251.7 billion euros. Figures which are not detailed at the Swiss level.

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