Managing wealth

Financial Planning

With its financial planning service, BSI provides products and services for tax- and business-related issues that satisfy your needs as a sophisticated investor.

Insurance products

Through its partnership with Generali Svizzera, BSI can provide you with insurance solutions that build toward your retirement or provide coverage against death and disability.

Pension products

BSI is committed to being by your side for the most important decisions, and the choice of pension products is surely among them. In this context, BSI Offers the Retirement account 3a and the Vested benefits account.


We invite you to read the Newsletter EAM, which presents actual subjects of our daily business, with the wish that it could be a constructive and effective information tool.

A summary on the financial markets, by BSI Strategy & Research.