Who are we?
« Our concern is your guarantee »
We closely intertwine our future with that of our clients. For them, this is proof of efficient counsel and professional management.
By collaborating with numerous Swiss and French professionals, we can offer an important selection of solutions and products, adapted to your needs. Thanks to a judicious choice of products, Upsilon Consulting provides you with the means of investing today for tomorrow.
We are independent, which means that we do not associate ourselves with a particular institution or product.
Thus, we adopt a personalized approach and select the products on the market, which meet your aims and are adapted to your situation.
This independence enables us to guarantee a higher level of objectivity and propose a greater number of more adapted products. It also offers the possibility of working with recognised professionals, in the domains of finance, insurance and real estate. In this manner, while harmoniously collaborating with our partners, we are able to help you make the decisions best suited to your needs.
Our starting point consists of an exhaustive vision of your present situation, followed by a clarification of your objectives. After a precise analysis of the elements that you have presented us during the audit, we will call on you again to propose a strategy, an orientation and concrete primary actions to follow