Our success story

The most important milestones

History

1988

Foundation

Foundation of invest2000ag by Mr J. R. Ernst.

1994

Brokerage activities

Commencement of brokerage activities with the analysis of the existing insurance portfolio of private investors and SMEs.

1995

Custom-developed broker software

Commissioning of the custom-developed broker software. The software integrates data and document management, minimizes errors, and optimizes the advisory process.

1995

Relocation from the founding office

Moving to Forchstrasse in Zurich to the business center in Zurich – Wallisellen.

1997

Cooperations with foreign brokerage firms

Commencement of business activities in neighboring countries.

1999

Commencement of supplementary business activities

of the subsidiary swissinvest.si AG, which focuses on private clients and provides these with comprehensive and expert advice.

2000

Admission to SIBA

Only the most important brokerage companies in Switzerland belong to this associatio

2001

Admission to the AESIS international network

This network is the largest and most important independent network of insurance brokers in Europe.

2002

Franchises begin to be awarded to specialist partners

First franchise awarded to the company Agentur P. Schneider AG in Zurich(www.agentur-schneider.ch).

2003

Initial operation

Initial operation of the internally developed control system for key accounts.

2004

Control system for major clients.

Due to the successful implementation of the internal control system, extension to the entire InvestSuisse AG portfolio. Change of the invest2000ag name to InvestSuisse AG.

2005

Licence awarded

Licence awarded to A. Aebi assurance in Crissier.

2006

Licensed by FINMA

InvestSuisse is being licensed by FINMA

2008

Cooperation agreement

with Estim AG in the area of property management (insurance operations).

2008

Cooperation agreement

with I & R Investment Research AG in the area of investment activities.

2009

Assistance with the development at i-net-insurance AG.

with the implementation of the world's first fully automated insurance solution.

2013

Relocation to the new business premises

in the center of Zurich and the official relaunch of the website

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