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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingChâtel-St-DenisPATRIUM Sàrl
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PATRIUM Sàrl

Summary

About the company

PATRIUM Sàrl is an independent advisory office focused on wealth analysis and consulting. The company provides services in insurance, savings and investments, pillar 3a and life insurance, pension solutions, mortgages, real estate transactions, and estate matters.

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Products & services

Industry:Insurance Brokerage & Consulting
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Wealth analysis & advisory
Wealth analysis and advisory covering insurance for private individuals and businesses, savings and investments, the 3rd pillar and life insurance, pension funds, retirement, mortgages and real estate.
Insurance for private individuals & businesses
Insurance for private individuals and businesses, integrated into wealth advice and financial planning.
Savings and investments
Savings and investments, with support in managing assets and financial goals.
3rd pillar & life insurance
The 3rd pillar and life insurance, with retirement solutions linked to building up and protecting capital.
Pension funds & BVG solutions
Pension funds, BVG solutions and portability of vested benefits for occupational retirement provision and retirement assets.
Retirement
Retirement, with support regarding retirement provision and the financial organization of retirement.
Mortgage
Mortgage, with advice for real-estate financing and mortgage solutions.
Buying, selling and searching for real estate
Buying, selling and searching for real estate as part of wealth advice.
Settlement of hoirie / hereditary community
Settlement of the hoirie and the hereditary community, with support for estate settlement and succession organisation.
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Location

Route de Pra de Plan 3
1618 Châtel-St-Denis

At a glance

Legal form
Limited Liability Company
UID
CHE-245.003.154
Founded
2026 · 0 years
Last commercial register change
March 17, 2026
Employees
1 to 10

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