Swiss Prime International

What Swiss Prime International does

Swiss Prime International is a privately owned insurance broker and financial consultancy founded in 2015 and headquartered in Zug, Switzerland, with a wholly-owned subsidiary, Swiss Prime International Romandie SA, in Le Grand-Saconnex (Geneva). The firm serves three customer segments: Swiss residents, expatriates living in Switzerland, and corporate clients, with individuals forming the primary book and the SME/corporate segment remaining secondary. Its product portfolio spans nine insurance lines (life, health, personal liability, travel, home contents, car/motorcycle, legal, marine, salary protection), pension services across the Swiss three-pillar system (AHV advisory, Pillar 2/BVG, Pillar 3), cross-border pension transfers (QROPS, SIPP), tax declaration services, investment and mortgage advisory, property purchase guidance, and education funding. A domicile address service in Zug and dedicated tax and client portals round out the offering.

The firm operates as a regulated independent broker rather than a technology platform, generating revenue through (i) brokerage commissions from 40+ insurance partners (rates ranging from 0.5-17.5% of net premium depending on line, plus a CHF 70 flat fee on mandatory health), (ii) service fees for policy administration, and (iii) consultancy fees at CHF 250/hour. Its go-to-market is sales-led via a small team of qualified advisors in Zug and Geneva, supplemented by content marketing (SEO, blog, video library), referral networks with tax/legal/real-estate partners, and exclusive client events. The company holds FINMA registrations (F01112848, F01392795), CICERO certification (#18978), membership in the Insurance Institute of Switzerland, and professional indemnity coverage of CHF 5M (Zug) and CHF 2M (Geneva) via Allianz-Suisse, and is GDPR-compliant.

Name

Swiss Prime International

Legal name

Swiss Prime International Ltd.

Website

https://swiss-prime.ch

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Swiss Prime International is a privately owned Swiss insurance broker and financial consultancy, founded 2015 in Zug with a Geneva subsidiary, serving individuals, expatriates, and select corporate clients with insurance brokerage, pension, tax, and investment advisory across 40+ provider relationships.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Fire, Marine & Casualty Insurance (6331)

akta.pro industry

PRIMARYFSABADAL

Private Banking Cross-Border & International Wealth Services

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

SECONDARYFSAIAEAH

International/Expatriate Individual Health Insurance

Financial & Insurance/Insurance — Life & Health/Individual Health Insurance

SECONDARYFSABADAD

Private Banking Advisory & Discretionary Portfolio Management

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

Keywords

• Insurance brokerage
• Financial advisory
• Pension planning
• Tax services
• Insurance intermediary

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Brokerage Commissions: Swiss Prime International receives commissions from insurance companies for policies placed. For completed policies, they receive a one-time commission, and in some cases, a recurring commission. Commission rates vary by insurance type (e.g., Property Insurance: 7.5 to 15% of Net Premium, Motor Vehicle Liability Insurance: 4 to 10%, Group Life Insurance: 0.5 to 1.8% of Net Premium). Individual Life Insurance 3a & 3b: 0.7 to 5.3% of Production Sum; Mandatory Health Insurance: CHF 70; Supplementary Health Insurance: Between 3-16 Net Monthly Premiums.
2. Service Fee Administration: The company typically receives a service fee for the administration of insurance policies, with the compensation amount varying depending on the type of insurance.
3. Consultancy Fees: For agreed services or farther-reaching contract work, consultancy fees are charged by mutual agreement. Hourly rate of CHF 250 incl. VAT where not covered by reimbursement from third parties.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Swiss Prime International operates as an independent insurance broker and financial consultancy placing policies with over 40 Swiss insurance providers and offering advisory services across life, health, property, vehicle, legal, marine, and salary protection insurance, as well as pension planning (Pillar 2/BVG, Pillar 3, QROPS, SIPP), tax declaration, investment advice, mortgage advisory, and cross-border financial planning for Swiss residents and expatriates.

Product overview

Swiss Prime International is a privately owned insurance broker and financial consultancy based in Zug and Geneva, Switzerland, serving Swiss residents, expatriates, and international professionals. The company operates as a multi-product brokerage offering insurance products (Life, Health, Personal Liability, Travel, Home Contents, Car/Motorcycle, Legal, Marine, and Salary Protection Insurance) alongside pension and advisory services (Pillar 2 & 3 occupational/personal pensions, QROPS, SIPP, Retirement Planning, Tax Services, Investment Advice, Property/Mortgage Advisory, and Education Funding). Additional services include domicile address provision in Zug and digital client/tax portals. The company provides portfolio management through broker mandates and power of attorney services for policy administration. The offering is structured as a full-service brokerage model rather than a unified software platform, combining human advisory with online self-service tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Insurance Life insurance coverage arranged through partner insurers to protect families and beneficiaries in the event of death.
• Health Insurance Health insurance brokerage covering Swiss basic (LaMal) and supplementary health plans for residents and expatriates, sourced from multiple Swiss health insurers.
• Personal Liability Insurance Personal liability coverage protecting individuals against third-party bodily injury or property damage claims.
• Travel Insurance Travel insurance coverage for trip cancellations, medical emergencies, and travel-related risks abroad.
• Home Contents Insurance Household contents coverage protecting personal belongings against theft, damage, and natural disasters.
• Car/Motorcycle Insurance Vehicle insurance covering liability, collision, and comprehensive protection for cars and motorcycles.
• Legal Insurance Legal expenses insurance covering legal disputes and protection through partner legal protection insurers.
• Marine Insurance Insurance coverage for vessels, cargo, and liabilities associated with watercraft on Swiss lakes.
• Salary Protection Insurance Income replacement insurance in case of disability or inability to work.
• Pillar 2 - Company Pension (BVG) Occupational pension scheme advisory and placement supplementing the Swiss state pension, including corporate BVG solutions.
• Pillar 3 - Savings Voluntary private retirement savings with tax benefits, providing additional financial security beyond state and occupational pensions.
• QROPS Services Qualifying Recognised Overseas Pension Scheme transfer services for UK expatriates moving or residing in Switzerland.
• SIPP Services Self-Invested Personal Pension transfer and management services for UK pension holders relocating to Switzerland.
• Vested Benefit Solutions Advisory and transfer services for managing vested benefit accounts when changing employers in Switzerland.
• Pension & Risk Analysis Analysis of pension arrangements and associated risks for Swiss residents and expatriates.
• Retirement Planning Comprehensive retirement planning advisory services to help clients achieve their retirement goals.
• Tax Services Tax declaration filing and advisory services for individuals in Switzerland, including cross-border tax matters.
• ANobAG Advisory Advisory services for non-occupational accident insurance (ANobAG) compliance for employers and individuals.
• Property Purchases Advisory Expert guidance and advisory on purchasing property in Switzerland, including financing considerations.
• Mortgage Advisory Mortgage advisory services for property financing in Switzerland.
• Investment Advice Independent, tailored investment advisory services matched to client situations.
• Funding Children's Education Financial planning services for funding children's education.
• Domicile Address Service Prestigious business address service in Zug at CHF 150 per month, including weekly mail forwarding.
• Insurance Portfolio Management Broker mandate service providing administration and supervision of existing insurance policies, periodic premium reviews, and renewal management.
• Power of Attorney Services Authorization services for inspecting files at banks, insurance companies, pension funds, and government bodies on behalf of clients.

Quantifiable outcome

• Professional indemnity coverage of CHF 5,000,000 for Zug entity and CHF 2,000,000 for Geneva entity

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

44 partnerships are on record, tiered core.

• Allianz-SuissecoreChannel Partner/ Reseller/ DistributorInsurance provider partner. Swiss Prime International receives brokerage commissions for policies placed with Allianz-Suisse. Allianz-Suisse also provides professional indemnity insurance coverage to Swiss Prime International (CHF 5,000,000 for Zug entity, CHF 2,000,000 for Geneva entity).
• die MobiliarcoreChannel Partner/ Reseller/ DistributorMajor Swiss insurance provider offering property, liability, and other insurance products through Swiss Prime International's brokerage services.
• Swiss LifecoreChannel Partner/ Reseller/ DistributorLeading Swiss life insurance and pension provider. Partner for life insurance, pension plans, and retirement savings products.
• AXAcoreChannel Partner/ Reseller/ DistributorMajor insurance provider offering AXA-ARAG (legal), AXA-Leben (life), and AXA-Versicherungen products through the partnership.
• HelvetiacoreChannel Partner/ Reseller/ DistributorSwiss insurance company providing property, life, and other insurance solutions via the brokerage partnership.
• BaloisecoreChannel Partner/ Reseller/ DistributorSwiss insurance group including Baloise Versicherung, Baloise-Anlagestiftung, and Baloise-Leben offering comprehensive insurance and investment products.
• ZurichcoreChannel Partner/ Reseller/ DistributorGlobal insurance provider offering property, casualty, and life insurance products through the Swiss Prime International brokerage network.
• GeneralicoreChannel Partner/ Reseller/ DistributorInternational insurance provider offering life and property insurance products via the partnership.
• HelsanacoreChannel Partner/ Reseller/ DistributorLeading Swiss health insurance provider for basic and supplementary health insurance products.
• CSS VersicherungcoreChannel Partner/ Reseller/ DistributorSwiss health insurance provider offering mandatory basic insurance and supplementary coverage.
• SanitascoreChannel Partner/ Reseller/ DistributorSwiss health insurance company offering basic and supplementary health insurance plans.
• SwicacoreChannel Partner/ Reseller/ DistributorSwiss health insurance provider offering comprehensive health insurance solutions.
• Group MutuelcoreChannel Partner/ Reseller/ DistributorSwiss health and insurance provider offering a full range of insurance products.
• ConcordiacoreChannel Partner/ Reseller/ DistributorSwiss health insurance provider specializing in mandatory basic insurance.
• AssuracoreChannel Partner/ Reseller/ DistributorSwiss health insurer focused on basic and supplementary health coverage.
• VaudoisecoreChannel Partner/ Reseller/ DistributorSwiss insurance company offering property, casualty, and life insurance products.
• Allianz Worldwide CarecoreChannel Partner/ Reseller/ DistributorInternational health insurance provider for expatriates and international professionals.
• CIGNAcoreChannel Partner/ Reseller/ DistributorGlobal health insurance provider serving expatriates and international clients.
• ProtektacoreChannel Partner/ Reseller/ DistributorSwiss legal insurance provider offering legal protection insurance products.
• Fortuna RechtsschutzcoreChannel Partner/ Reseller/ DistributorSwiss legal insurance provider for legal protection coverage.
• Coop RechtsschutzcoreChannel Partner/ Reseller/ DistributorLegal insurance provider offering legal protection insurance products.
• OrioncoreChannel Partner/ Reseller/ DistributorSwiss insurance provider offering various insurance products.
• SimpegocoreChannel Partner/ Reseller/ DistributorSwiss digital insurance provider offering property and casualty insurance.
• smile.directcoreChannel Partner/ Reseller/ DistributorSwiss health insurance provider offering online and direct insurance products.
• SympanycoreChannel Partner/ Reseller/ DistributorSwiss health and accident insurance provider.
• PAXcoreChannel Partner/ Reseller/ DistributorSwiss insurance provider offering various insurance products.
• DextracoreChannel Partner/ Reseller/ DistributorSwiss insurance provider for various insurance solutions.
• InnovacoreChannel Partner/ Reseller/ DistributorSwiss insurance provider offering innovative insurance products.
• LibertycoreChannel Partner/ Reseller/ DistributorInsurance provider offering various coverage options.
• AnimaliacoreChannel Partner/ Reseller/ DistributorSwiss insurance provider offering pet and animal insurance products.
• EponacoreChannel Partner/ Reseller/ DistributorSwiss insurance provider, likely offering equine or animal-related insurance.
• ArdancoreChannel Partner/ Reseller/ DistributorSwiss insurance provider offering various insurance products.
• Europäische Reise VersicherungcoreChannel Partner/ Reseller/ DistributorEuropean travel insurance provider offering travel insurance products.
• PensExpertcoreChannel Partner/ Reseller/ DistributorSwiss pension fund provider offering pillar 2 and pillar 3 pension solutions.
• Pensionskasse ProcoreChannel Partner/ Reseller/ DistributorSwiss occupational pension fund (BVG) provider.
• ProfondcoreChannel Partner/ Reseller/ DistributorSwiss pension fund provider offering company pension solutions.
• Liechtenstein LifecoreChannel Partner/ Reseller/ DistributorLiechtenstein-based life insurance provider for wealth and retirement planning.
• Bank ZweipluscoreChannel Partner/ Reseller/ DistributorSwiss bank providing banking and wealth management services.
• Julius BaercoreChannel Partner/ Reseller/ DistributorSwiss private bank providing wealth management and investment services.
• VontobelcoreChannel Partner/ Reseller/ DistributorSwiss private bank and asset management firm offering investment solutions.
• Zugerberg Finanz AGcoreChannel Partner/ Reseller/ DistributorLocal Zug financial services provider for investment and financial planning.
• Tax Expert PartnerscoreStrategic or Co-development PartnerNetwork of tax experts including Swiss Tax Expert, US Tax Expert, and general tax expert partners providing specialized tax services to clients.
• Partner Law FirmscoreStrategic or Co-development PartnerPartner law firms providing legal support, notary services, and legal advice to clients requiring specialized legal assistance.
• Real Estate Brokerage PartnerscoreStrategic or Co-development PartnerReal estate brokerage partners providing property purchase advice and property-related services to clients.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Howden Group: International insurance intermediary with growing European footprint and a specialty in independent, client-focused advisory. Operates a similar multi-carrier brokerage model targeting both retail and corporate clients in continental Europe.
• Evelyn Partners (formerly Tilney): UK wealth manager with substantial expat and cross-border advisory practice, including QROPS and SIPP services. Closely comparable to Swiss Prime's expat pension and wealth advisory positioning, particularly for UK nationals based in Switzerland.
• Blevins Franks: Long-established expatriate financial advisory firm specializing in tax, investment, and pension planning for UK and other European nationals living abroad. Direct competitor for the QROPS/SIPP and cross-border tax segment Swiss Prime serves.

Broad incumbents

• Willis Towers Watson (WTW) Switzerland: Global advisory, broking, and solutions firm with significant Swiss presence in insurance brokerage, risk management, and pension/benefits consulting. Directly comparable service portfolio for corporate pension (BVG) and group benefits work.
• Aon Switzerland: Swiss arm of global insurance and reinsurance broker Aon plc. Operates across all major Swiss insurance lines and corporate benefits, making it a direct but much larger-scale competitor for both individual and corporate clients in the same Swiss market.
• Swiss Life: Leading Swiss life insurance and pension provider, listed among Swiss Prime's core carrier partners. Competes indirectly as both a provider (Swiss Life products) and as a captive distribution alternative that could bypass independent brokers.
• Marsh Switzerland: Swiss operations of Marsh McLennan, one of the world's largest insurance brokers and risk advisors. Competes across property, casualty, life, and employee benefits with deep carrier relationships that dwarf Swiss Prime International's scale.
• Allianz Suisse: Major Swiss insurance carrier and core partner of Swiss Prime International (also its professional indemnity insurer). As one of the largest Swiss insurers with direct sales channels, it represents both a key supply relationship and a competitive channel alternative.

Emerging players

• Flying Colours Expat Financial Planning: Independent financial planner serving expatriates across multiple jurisdictions with cross-border pension, tax, and investment advice. Directly comparable niche focus on internationally mobile clients like Swiss Prime's expat segment.
• AES International: Independent financial adviser focused on expats and internationally mobile clients across Europe, the Middle East, and Asia. Competes for the same cross-border pension, tax, and wealth advisory work as Swiss Prime's international segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SwissPrimeInt
• Facebookfacebook.com/Swissprimeinternational
• LinkedInlinkedin.com/company/swiss-prime-international-ag

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swiss Prime International