How is the Swiss Market Evolving, and How Has Firstance Adapted?

The Swiss market is evolving, as private bankers, independent asset managers, and family offices seek insurance solutions that integrate with their wealth planning strategies. “Switzerland has traditionally been a market with a high number of international clients,” Bischofberger says. “Swiss providers have to adapt to international trends in wealth planning, which includes a growing demand for high death benefit products” Bischofberger says. Firstance Global Solutions provides these products for non-Swiss and non-EU clients, offering highly tailored solutions for a demanding clientele. “Estate planning and asset protection have become key concerns,” Julien Martin-Rosset adds, “particularly in response to evolving European regulations.” The regulatory landscape is shifting fast, requiring increasing compliance and transparency. The company anticipates these changes, providing compliant solutions that give their clients as much advantage as possible. Technology is also important, as advancements have transformed how clients and financial partners interact with wealth management systems. In response, the company has fully digitalised its client journey to make everything smoother and faster. Julien Martin-Rosset continues, “Firstance is licensed to do business in Switzerland through Liechtenstein, a key differentiator that sets it apart from other players in the market. This regulatory advantage is one of the primary reasons why leading banks and asset managers prefer to work with Firstance.”

“We position ourselves as a leading provider of wealth structuring life insurance solutions.” Julien Martin-Rosset, Firstance

What is Firstance’s Vision for the Next Five Years?

The team at Firstance are looking ahead, aiming to strengthen their position as a market leader in Europe over the next five years. “Switzerland’s well-established financial ecosystem, combined with its international client base, makes it a strategic hub for our growth,” Lo Monte says. “We plan to strengthen our presence by deepening partnerships with private banks, independent asset managers, and family offices, offering cutting-edge digital tools that enhance efficiency and compliance.” Investing in technology will be crucial to this, using it to simplify processes and improve the customer experience, ensuring Firstance remains the leading partner for secure and innovative insurance. And with further plans to expand their ULI offering, Firstance Global Solutions aims to be a center of innovation for years to come.