WELCOME TO PATRIMGEST SA

INSURANCE BROKERS – WEALTH MANAGEMENT SERVICES

PATRIM SA is an independent insurance brokerage firm established in Lausanne over ten years ago. Our services include the brokerage, optimisation and day-to-day management of insurance portfolios of all types, as well as wealth management and investment advice.

We offer our services to corporations, private businesses and substantial private asset owners.

Our vision

To be the instrument by which our clients achieve the best possible management of their wealth and insurance portfolios, in a climate of mutual trust forged by long-term relationships.

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Our strategy

We combine our total independence, long experience and perfect knowledge of the insurance industry to establish, optimise, manage and administer our clients’ insurance portfolios to the best of their interests.

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