Our team consists of 8 employees, all experts in finance and insurance. All of our employees receive continuous training, in order to offer a quality service. They have all completed both the French (ORIAS) and the Swiss (AFA) training.
We have a long-term vision. We adapt to each customer’s situation to offer tailor-made services and advice.
We work mainly with individuals to guide them in the search for the best loan and insurance solutions, taking cross-border constraints into account.
Who are we ?
Upsilon has been a family business for over 20 years, and it is located in the Canton of Geneva. We work actively on the French and on the Swiss territories, to ensure a complete service and take the specificities of the border’s customers into account.
A cross-border worker can borrow in €, in a foreign currency or even in € AND in a foreign currency.
Everything will depend on the personal situation and on each individual project.
We will show you the advantages and disadvantages of each scenario so that you can make the best decision knowingly.
What is very interesting when we purchase in Switzerland is the indirect repayment.
This scenario is no longer recommended for a cross-border worker who purchases in France.
Yes, absolutely. For this we will ask you for documents concerning your Survivors’ and Invalidity Insurance (AVS), your occupational pension scheme (LPP) and your 3th pillar. We have the tools to make a precise calculation for you.
We work with a large network of stakeholders in the banking and the insurance industry, which allows us to offer very targeted solutions according to your needs and your situation.
We offer several types of loans, but mainly housing loans (or mortgage loans), that we get from our partners.
As a family brokerage firm, we wish to offer a tailor-made service and we offer each customer an appropriate solution. We also have a network of many partners, and our employees are systematically trained for the specificities of both sides of the border.
Yes, it is always useful to provide an overview of one’s insurance contracts in general.
It is also valid for the 3rd pillar. Perhaps we can further optimize your pension plan.
We work on both on the Swiss and the French territories.
We have 8 employees, all experts in finance and insurance.
We help our clients to seek and choose favorable loans, insurance solutions adapted to their situation. We help them plan their retirement and benefit from tax advantages.
The brokerage firm was created in 1995, in the Canton of Geneva.
The best for you is to come see us before embarking on your project then together we can calculate your borrowing capacity so that you can know precisely what your budget is.
But you can also contact us once your project is developed to find you the best loan and to guide you until your keys are delivered.