We are assetvision

About us

Our Origins

Our journey began within the corridors of bank and insurance services, where we realized the untapped synergy between these two worlds. Notably, we found a gap in investment advisory within insurance and brokerage firms, prompting us to bridge this divide.

Additionally, we observed that traditional financial planning, often seen as a privilege due to the associated costs, left many without the guidance they needed. This drove our commitment to making financial planning more accessible, weaving these elements together for comprehensive solutions.

Our Motivation

Our origin and motivation are intertwined – driven by a strong sense of purpose, we set out to empower you with the knowledge needed to make informed financial decisions and help you navigate through a maze of providers, offers, and investment strategies.

Our goal is simple: to make financial planning accessible to everyone, to address the lack of clarity in pension, insurance and brokerage services, to provide you with transparent comparisons of providers and offers, to deliver personalized solutions. As we move forward, our dedication to empower you remains unwavering, with your financial well-being at the heart of our motivation.

Tomorrow's peace beginns with today's planning.

Managing Director | Founder

Severin Leuzinger

Our Clients

We nurture long-standing partnerships with our clients, supporting them through every phase of their life and journey, and understand that a partnership is built on trust. Therefore, we take the confidence you put in us seriously, guiding our actions by the principles of transparency, integrity, and excellence.

Our Values

Our commitment revolves around transparency, integrity, and excellence. We prioritize these core values to ensure that every step of your financial journey is marked by clear communication, principled conduct, and unwavering dedication to achieving excellence in all aspects of our service.

Integrity

Excellence

Transparency

With transparency as our guiding principle, we provide you with a comprehensive understanding of your financial options. Our unwavering commitment to integrity ensures that your interests always come first. As we pursue excellence in every endeavor, we strive to provide you with the highest quality financial planning experience.

Successful financial planning is a short-term commitment with lifelong benefits – start seizing your opportunities today.

Co-Owner

Julia Leuzinger

Our commitment

We support BOS Switzerland’s One-Tree-One-Life reforestation campaign, preserving orangutans’ habitat in Borneo. BOS volunteers, staff, and locals work together to restore burnt and destroyed rainforests, protecting vital CO2 reservoirs and fostering sustainable development.