SRB Assekuranz Broker

What SRB Assekuranz Broker does

SRB Assekuranz Broker AG (now trading as SRB by MDS) is a Swiss independent insurance broker and risk engineering firm headquartered in Zurich, with a secondary office in Vaduz, Liechtenstein. Founded in 1980 as SRB Schweizerische Stiftung für Risikoberatung, the company was converted to a corporation in 2003 and operated as a management-owned boutique until 100% of its shares were sold to UK-based Ardonagh Group on April 1, 2025, with SRB placed inside the Ardonagh-owned MDS Group. Today the firm is a founder-member of the Brokerslink international network, giving it access to 400 local partners, 18,000 employees, and 130+ countries for cross-border program delivery.

The company is organized around three core service lines: Insurance Broking (personal, property/technology/transportation, casualty, cyber, and real estate coverage), Pension Schemes (pension analysis, retirement seminars, and training for pension committee members under the Swiss BVG framework), and Risk Engineering (EKAS-certified occupational safety and health protection, accident analysis, legal compliance, and the specialized BATISEC industry solution for building technology firms). Delivery is advisor-led, with each client assigned a dedicated consultant who manages the full lifecycle from risk analysis and policy placement to claims support, backed by a 24-hour emergency hotline.

Revenue is generated through two main streams: insurance brokerage commissions paid directly by insurers (VAT-exempt under Art. 21 Ziffer 18 MWSTG) and separately negotiated fees for Risk Engineering/EHS services. SRB primarily serves national and international SMEs and large enterprises in manufacturing, trade, and services, with horizontal segmentation across company size rather than vertical specialization. Go-to-market is sales-led via direct advisory relationships, supplemented by newsletters, seminars, and training events. The firm is registered with FINMA (Vermittlerregister Nr. F01046788) and FMA Liechtenstein (Nr. 10042), is a member of SIBA, and holds a renewed five-year EKAS certification.

Name

SRB Assekuranz Broker

Legal name

SRB Assekuranz Broker AG

Website

https://srb.ch

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

11–50 employees

Short description

SRB Assekuranz Broker AG is a Zurich-based independent insurance broker offering broking, pension advisory, and risk engineering services to Swiss and international SMEs and large enterprises in manufacturing, trade, and services. It operates within the Ardonagh Group's MDS division.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

akta.pro secondary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

Keywords

• Insurance broking services
• Risk engineering consulting
• Occupational pension advisory
• Commercial insurance placement
• Environment health safety services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commission: SRB receives market-standard commission paid directly by insurers for insurance brokerage services. Alternatively, an alternative compensation model can be selected with details outlined in the client agreement.
2. Risk Engineering Services: Additional services in Risk Engineering are billed separately through a fee agreement negotiated with the client in advance. These services include Environment, Health and Safety consulting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

SRB Assekuranz Broker is an independent insurance broker that places property, casualty, cyber, real estate, personal, and transportation insurance lines for SMEs and large enterprises, advises on occupational pension schemes, and delivers dedicated Risk Engineering and EHS consulting (occupational safety, health protection, EKAS 6508 compliance, accident analysis, and the BATISEC solution for building technology firms). Each client is assigned a dedicated advisor as a single point of contact, with international programs coordinated via the Brokerslink network.

Product overview

SRB Assekuranz Broker is an independent insurance broker offering integrated risk management services through three interconnected pillars: Insurance Broking (covering personal, property, casualty, cyber, and real estate insurance), Pension Schemes (including pension analysis, retirement seminars, and occupational pension training), and Risk Engineering (EHS consulting, occupational safety services including the EKAS-certified SRB Modelllösung, and the specialized BATISEC solution for building technology companies). The company operates under the brand SRB by MDS following its acquisition by Ardonagh Group in April 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Broking Independent insurance broking services providing risk analysis, negotiation with insurers, policy placement, and ongoing policy management covering personal, property, casualty, cyber, and real estate insurance for SMEs and large enterprises.
• Pension Schemes Advisory Occupational pension advisory services including pension analysis, retirement planning, and training for pension committee members, tailored to Swiss BVG frameworks.
• Risk Engineering EHS (Environment, Health and Safety) consulting and risk engineering services supporting loss prevention, legal compliance, EKAS 6508 adherence, and sustainability goals for client companies.
• BATISEC Industry Solution Comprehensive concept for compliance and practical implementation of occupational safety and health protection according to EKAS Guideline 6508, providing a simple, efficient, and cost-effective tool for building technology companies.
• SRB Modelllösung EKAS M02 Certified model solution providing a structured approach to workplace safety compliance in accordance with EKAS Guideline 6508 for client employers.
• Pension Analysis Analysis and advisory services for occupational pension schemes, helping clients understand and exercise their pension fund commission responsibilities.
• Retirement Seminar Individualized retirement-preparation seminar for employees covering financial matters and providing expert guidance for the transition into retirement.
• Training in Occupational Pensions Educational services for pension committee members covering their duties, responsibilities, and implementation of occupational benefit (BVG) schemes.
• Occupational Safety and Health Protection Services ensuring workplace safety and health compliance for client companies, including risk assessments and the design of preventive measures.
• Accident Analysis Analysis and evaluation of workplace accidents to identify root causes and design preventive measures for client employers.
• Training and Continuing Education (Risk Engineering) Educational programs including KOPAS basic courses for safety officers and customized training in workplace safety and health areas.
• Legal Compliance Advisory (Risk Engineering) Advisory services ensuring client compliance with relevant legal requirements and regulatory frameworks, particularly around occupational safety.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• BrokerslinkcoreStrategic or Co-development PartnerSRB is a founding member of the international broker and risk management network Brokerslink, established in 2007. The network comprises 400 local partners with 18,000 employees operating in over 130 countries across 5 continents. SRB leverages this network to help clients manage international insurance programs centrally with uniform risk and insurance policies.
• MDS GroupcoreStrategic or Co-development PartnerSRB is now managed as part of MDS Group, which belongs to the Ardonagh Group. MDS Group is a leading insurance and reinsurance broker, risk advisor, and pension consultant present in over 130 countries through Brokerslink. MDS is market leader in Portugal and Angola, a significant player in Brazil, and has direct presence in Mozambique, Spain, Malta, Cyprus, Chile, Mexico, USA, and Switzerland.
• BATISECminorStrategic or Co-development PartnerBATISEC is an industry solution for building technology companies providing comprehensive compliance with EKAS-Richtlinie 6508. SRB conducts training courses on behalf of BATISEC and provides competent consulting for building technology companies.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Howden Group: Independent international insurance broker with similar mid-market and specialty orientation; comparable to SRB in structure, independence legacy, and growth via acquisitions.
• MDS Group: Portugal-headquartered insurance and reinsurance broker and Ardonagh subsidiary that now manages SRB. Highly comparable business model across insurance, reinsurance, risk advisory, and pension consulting.

Others

• Wencor Group: Adjacent insurance and risk services provider in the European mid-market. Not a direct competitor; included as a comparable independent services platform to SRB in scale and client base.

Broad incumbents

• Lockton: World's largest independent insurance broker, expanding in continental Europe. Matches SRB's independent broker positioning and SME to large enterprise client mix; differs in scale and global reach.
• Aon: Global insurance and reinsurance broker with a substantial Swiss operation. Directly competes for Swiss large corporate and international program business; SRB wins on personalized SME advisory and bundled pension scheme offerings.
• Arthur J. Gallagher & Co. Independent global insurance broker with European and Swiss operations. Comparable mid-market brokerage approach, with growing focus on specialty lines and risk management consulting that parallels SRB's offering.
• Willis Towers Watson (WTW): Global advisory and brokerage firm active in Swiss commercial insurance and pensions. Overlaps with SRB on insurance broking and pension consulting for large enterprises; SRB positions more on EHS and Risk Engineering.
• Ardonagh Group: UK-based parent platform and Top-20 global broker that now owns SRB. Direct parent and structural peer; broader portfolio across retail, wholesale, and specialty brokerage channels.
• Marsh & McLennan: Global insurance brokerage and risk advisory major with a Swiss presence. Competes with SRB on large and complex multinational accounts; SRB differentiates on Swiss SME mid-market focus and Risk Engineering integration.

Regional players

• Funk Gruppe: Germany's largest independent insurance broker with mid-market Germanic client focus. Comparable to SRB in independence, size, and integrated insurance plus risk consulting model, but operating in DACH rather than Swiss market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/srb-assekuranz-broker-ag

Compliance1 record

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 SRB Assekuranz Broker