Luca Bertacchi
He is the chairman and founder of THE Insurance Academy, a forum that brings together Swiss professionals in the private insurance sector, and of BERFIN GmbH, his consulting firm. Based in Zurich, he serves as an advisor to international companies, leading private equity funds, and consulting firms on strategic projects and executive search. With over 30 years of experience in the industrial, financial, and insurance sectors, he has held leadership roles in investment banking, asset management, and insurance solutions for HNWI and UHNWI clients in Europe and Switzerland. He holds a degree in industrial engineering from the Politecnico di Milano and completed an Executive Master’s in Corporate Finance at SDA Bocconi.
A business breakfast | Café & Conditorei 1842 – Napfgasse 4
A historic venue on Napfgasse, in the heart of Zurich’s vibrant Niederdorf district, elegant yet unpretentious, it’s perfect for breaking the ice with a new client. The cozy atmosphere and prompt service guarantee a quality breakfast. Chosen because it conveys care, good taste, and professionalism, without, however, coming across as too “corporate.” Excellent for starting the day on a reliable and sophisticated note. Don’t miss the historic neo-Baroque-style room, located on the ground floor of the four-story building that houses the café.
An hour alone in a beautiful spot | Old Botanical Garden – Talstrasse 71
A green oasis in the heart of Zurich, quiet and idyllic. Don’t miss the “Gessner Garden,” a medieval herb garden dedicated to medicinal plants, which, with its more than 50 species, offers a unique glimpse into the history of medicine. It’s the perfect spot for a break between meetings: you can work, read, or make phone calls in complete peace and quiet. Nature helps recharge your mind, providing an ideal moment of relaxation for those navigating the fast-paced world of finance.
A formal lunch with a client | Kronenhalle – Ramistrasse 4
A Zurich institution (a restaurant since 1924) with classic charm, featuring original works of art and impeccable service. An elegant atmosphere, high-quality traditional cuisine, and a central location. All while admiring masterpieces by Joan Miró, Marc Chagall, and Pierre Bonnard, among others. But that’s not all: hidden among the museum-quality paintings are unique souvenirs, gifts from the artists who frequented the establishment. Chosen because it offers gravitas, credibility, and a solemn tone ideal for a client you’ve just met, immediately conveying reliability and prestige.
A Relaxing Lunch | Fisherstube Zürichhorn – Bellerivestrasse 160
The Fisherstube was built in 1939 on stilts along the lakeshore for the National Exhibition. Destroyed by fire and later rebuilt, it now houses a restaurant literally “on” the lake at Zürichhorn, offering spectacular views and a casual yet refined atmosphere. Light dishes can be enjoyed in a serene setting with unobtrusive service. Chosen because it allows for a “business-lunch” setting where the quality of time spent together matters more than formality. Perfect for existing clients with whom you’re building genuine trust.
A Trendy Aperitif | La Muña (La Réserve Eden Au Lac) | Utoquai 45
Designed by Philippe Starck, La Muña captivates with its modern design and unparalleled lake views, accessible via a panoramic glass elevator. Frequented by a young, international clientele—often from the tech world—it offers creative cocktails and a vibrant atmosphere. The kitchen features an explosive mix of Peruvian and Japanese flavors. Chosen because it speaks the language of customers under 40: dynamic, global, and aesthetically driven. Ideal for startuppers and high-potential professionals with an innovative approach.
An ideal spot for informal get-togethers | Kraftwerk – Selnaustrasse 25
A creative, convenient, and never-too-crowded venue—a unique space designed to foster innovation and collaboration in modern Switzerland. Located inside a former power plant just a short walk from Zurich’s main train station, its flexible and adaptable spaces make it perfect for informal meetings or private conversations. The café inside offers a modern atmosphere that encourages calm and conversation, with simple yet efficient service. Perfect for relaxed discussions without pressure.
A Dinner to Pique Your Curiosity | The Restaurant (Dolder Grand Hotel) – Kurhausstrasse 65
With two Michelin stars, The Restaurant offers gourmet cuisine with a youthful and innovative approach, created by Chef Heiko Nieder. Its simple name should not be misleading, however: The Restaurant is actually located in one of the city’s most iconic hotels, boasting a panoramic view of Zurich and architecture designed by Norman Foster. Chosen to surprise international guests with a spectacular and refined atmosphere that combines culinary excellence with a unique setting, it is a true “experience.”
A gourmet dinner | IGNIV (Marktgasse Hotel) – Marktgasse 17
Renowned Swiss chef Andreas Caminada is the mastermind behind this initiative at the Marktgasse Hotel. The modern spaces, designed by Patricia Urquiola, welcome guests seeking a high-end gourmet experience. The shared menu, impeccable technique, and perfect location for a stroll through the historic center after dinner (along with an impressive selection of champagne) make it ideal for the most discerning guests who appreciate contemporary fine dining, offering a refined culinary experience.
The Latest Hotspot | Clouds (Prime Tower) – Maagplatz 5
Located on the 35th-floor rooftop of the Prime Tower, Clouds offers breathtaking views of the Limmat Valley and the Zürich-West district, along with a contemporary design aesthetic. With its modern cocktails and vibrant atmosphere, it appeals to an international crowd. Chosen because it embodies modern, vertical Zurich, it’s ideal for showcasing the city’s most innovative side and keeping up with the latest trends. Its unparalleled location makes it perfect for an aperitif at sunset, to watch the sun set over the city.
The place to be and be seen | Kaufleuten – Pelikanplatz 18
An iconic Zurich venue that combines a bar, restaurant, and club (it was right here, on April 9, 1919, that Zurich’s eighth and final Dada evening took place). But that’s not all: its rich and prestigious cultural program features a mix of readings, lectures, and concerts by both international and emerging artists. A meeting place for the finance and business worlds, it is also a favorite among the most creative minds. Chosen because its energetic and socially strategic atmosphere makes it the center of the city’s scene: here, you observe, you make yourself seen, and you sense the social network that matters in Zurich.
Article from the December 2025 issue of We Wealth.
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