What WSR & Partner does

WSR & Partner AG is an independent Swiss insurance brokerage firm headquartered in Schindellegi (canton of Schwyz) with a second regional operation, WSR Wallis AG, in Brig (canton of Valais). Founded in 2006 by Patrick Widler, Peter Schwizer, and Rüdischli, the company operates a "Manufaktur für Versicherungslösungen" model focused on consultative, relationship-driven brokerage for small and medium-sized enterprises (KMUs), professional associations (notably FAMS members via Verbandslösungen), construction and real estate clients, and a niche of international English-speaking clients. Core offerings include Versicherungen & Vorsorge (insurance and pension/BVG advisory), Berufshaftpflicht (professional liability) and Rechtsschutz (legal protection) packaged through association channels, supported by a digital customer portal (Kundenportal / WSR-Login) for document and policy access.

The business model is sales-led and compensation comes from carrier commissions embedded in client insurance premiums (commission-based brokerage), with disclosed pricing examples such as CHF 151.75/year professional liability (Allianz Suisse underwritten) and CHF 210-420/year legal protection (CAP underwritten). Distribution is entirely direct advisory, with no third-party resellers, and marketing relies on personal referrals, local sponsorships (FC Lachen/Altendorf, Seeclub Richterswil, Lions Club), LinkedIn/Facebook/Instagram presence, the WSR-Insights newsletter, content marketing, and open-day events. WSR holds FINMA registration (F01065673) and is a member of SIBA (Swiss Association of Insurance Brokers).

As of January 1, 2025, WSR & Partner AG became part of Global Gruppe Schweiz AG, an owner-managed DACH insurance broker network of approximately 50 locations and over 1,200 employees, while retaining its own brand, leadership (Patrick Widler remains CEO and now sits on the Global Gruppe board), and ~25-30 employees across two Swiss offices. The underlying technology stack is conventional for the sector, relying on standard broker platforms and a bayo.ch-powered customer portal, with no disclosed proprietary AI/ML or data-asset capabilities.

Name

WSR & Partner

Legal name

WSR & Partner AG

Website

https://wsrpartner.ch

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

WSR & Partner AG is an independent Swiss insurance brokerage (Manufaktur für Versicherungslösungen) serving SMEs, professional associations, construction firms, and international clients across two Swiss offices. Now part of Global Gruppe Schweiz AG since January 2025, it earns commission-based revenue from carrier partners while offering insurance, pension, and digital portal services.

Ownership category

akta.pro rank

Headquarters

HQ city

Schindellegi

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, Infrastructure

Revenue model

1. Insurance Brokerage Commissions: WSR receives commissions from insurance companies (insurers) embedded in insurance premiums. These ongoing commissions cover brokerage services, client management, claims support, and policy administration. The company openly discloses commission structures to clients as part of their transparency approach.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels8 records

Core offering

WSR & Partner is an independent Swiss insurance broker and advisory firm that places corporate and association insurance, pension, and liability coverage for SMEs, professional associations, and internationally active Swiss companies. It also operates the FAMS association program, providing standardized insurance solutions to members of partner professional associations, and supports clients with a digital customer portal (WSR-Login) for policy administration.

Product overview

WSR & Partner is an independent insurance brokerage firm (Manufaktur für Versicherungslösungen) offering comprehensive insurance and pension solutions for corporate clients. The portfolio centers on Versicherungen & Vorsorge (Insurance & Pension) as the core service, supplemented by Verbandslösungen (Association Solutions) providing specialized group insurance packages for professional associations. The product range includes professional liability insurance (Berufshaftpflicht-Versicherung) and legal protection insurance (Rechtsschutz-Versicherung) as sub-products. Digital services are delivered through a customer portal (Kundenportal). The company operates as part of the Global Gruppe Schweiz AG network following its 2025 affiliation.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Brokerage Services

Quantifiable outcome

• Cost reduction with maximized performance
• +1 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Global Gruppe Schweiz AGcoreStrategic or Co-development Partner · 1 January 2025WSR & Partner AG joined the Global Gruppe as of January 1, 2025. The Global Gruppe is a family-owned insurance broker with approximately 50 locations and over 1,200 employees in the DACH region. This strategic partnership strengthens WSR's quality strategy and secures the company's future while providing access to expanded networks, international presence, and deep expertise.
• FC Lachen/Altendorf (FCLA)coreGTM or Marketing PartnerWSR is main sponsor of FC Lachen/Altendorf, a regional football club with 800 members from 35 nations. Patrick Widler serves as Donatorenpräsident (donor president) and Markus Sigel is former president. The partnership includes financial sponsorship and personal engagement, with WSR staff actively participating in club activities.
• Seeclub Richterswil (SCR)minorGTM or Marketing PartnerWSR supports the Seeclub Richterswil rowing club, which offers opportunities for beginners and ambitious fitness rowers. Christian Weber, as a former rower at the club, maintains personal connection. The club has a long tradition in youth development and competitive rowing.
• Lions ClubminorGTM or Marketing PartnerWSR supports Lions Club charitable activities. Multiple employees are members. Lions Club operates under the motto 'We serve' and helps those in need, with hundreds of Swiss aid projects annually and approximately 200 million people helped worldwide yearly.
• SIBA (Schweizerischer Versicherungsbroker-Verband)coreOthersWSR is a member of SIBA, the Swiss Association of Insurance Brokers. SIBA represents independent insurance intermediaries meeting quality standards established in 2002. Members commit to professional conduct codes and ethical standards as defined in the 'Professional Image of Swiss Insurance Brokers and Code of Conduct'.
• Allianz SuissecoreOthersAllianz Suisse is the insurance provider for FAMS professional liability policies offered by WSR. Coverage of CHF 10 million per insurance year for personal injury and property damage.
• CAP (Confédération des Attorneys Patrons)coreOthersCAP provides legal protection insurance solutions offered through WSR to FAMS members and other clients. WSR distributes CAP's legal protection products as part of their comprehensive insurance offerings.

Scale indicators5 records

Recent moves10 records

Expansion highlights6 records

Broad incumbents

• Aon Switzerland: Aon is one of the largest global insurance and reinsurance brokers with a substantial Swiss presence, serving corporate, SME, and association clients across the same lines as WSR. It competes for the same SME and mid-market Swiss accounts but as part of a globally diversified portfolio.
• Howden Group: Howden is a global insurance broker group with growing DACH presence following multiple European acquisitions, focused on specialty and mid-market segments. Comparable to WSR in targeting SME and specialty lines, but operating with much larger international scale and capital.
• Willis Towers Watson (WTW) Switzerland: WTW is a global advisory and brokerage firm with significant Swiss activity in risk, insurance, and pension consulting - directly overlapping WSR's insurance and Vorsorge offerings. It serves as a broad incumbent competitor for both corporate and mid-market Swiss clients.
• Marsh Switzerland: Marsh, part of Marsh McLennan, is a global risk and insurance brokerage leader with a strong Swiss operation covering P&C, casualty, and specialty lines for both large corporates and SMEs. It is comparable to WSR as a broker intermediary but operates at materially larger scale and with broader global resources.
• Global Gruppe Schweiz AG: Global Gruppe Schweiz AG is the parent broker network that WSR joined effective January 1, 2025, with approximately 50 locations and 1,200+ employees across the DACH region. It is comparable as a family-owned, owner-managed insurance broker serving SME and mid-market clients through regional Manufaktur-style offices.

Direct peers

• Funk Gruppe: Funk is one of Germany's largest independent insurance and risk consulting brokers, family-owned, serving SME and mid-market clients across P&C, liability, and pension lines. It is highly comparable to WSR as a DACH-region independent broker with similar owner-managed ethos and SME focus.
• GrECo International: GrECo is an Austria-headquartered, family-owned insurance broker operating across the DACH and CEE region with a strong SME and corporate client base. Comparable to WSR in acting as an independent intermediary for property, casualty, and employee benefits, with similar positioning around owner-managed, relationship-driven advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/wsrpartnerag
• LinkedInlinkedin.com/company/wsr-partner-ag-versicherung-pensionskasse
• Instagraminstagram.com/wsrpartner

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 WSR & Partner