How we deliver a whole new wealth management experience.
Whether we are managing your assets or advising you on how to invest them, whether you are based in Switzerland or abroad – our focus is on you. The more we know about your life, your family and your personal and financial goals, the closer we can tailor investment strategies to your individual profile. We develop sophisticated investment architectures on behalf of our clients and hand-pick products that suit their specific liquidity requirements. We only select instruments that meet our very stringent quality requirements.
We establish contact with our clients’ lawyers, trustees, tax advisors and custodian banks with the aim of developing close collaboration where required.
We transform mandates into long-term family offices, which allows us to optimise cost structures, minimise risks and take measures to secure and grow the family capital sustainably. It is our aim to become your first port of call for all financial matters and your trusted partner.
Why our focus means you can expect added value.
After a comprehensive assessment of your current situation and requirements, we develop tailored concepts. This is followed by a simulation of the scenarios that could impact a whole range of investment models, including both liquid and fixed assets.
Based on the resulting, systematically recorded information as well as economic data, forecasts and mood indicators for the investment market, we develop strategies with clearly defined time horizons. We can further take into account any changes in your personal circumstances and adjust your portfolio on an ongoing basis. We always apply the “best in class” principle to selecting the products best suited to your individual portfolio, and of course ensure that they meet the highest quality and credit rating criteria.
We will provide you with transparent communication on every step throughout the development of the portfolio, just as we will keep you up to date on its performance later on.
Personal Discussion, Inventory
Analysis of Situation and Planning
Development of Individual Investment Concept
Implementation of Concept
Presentation of Selected Strategy
Regular Review of Strategy and Actions
How you can benefit from our tried-and-tested system.
Wealth management, investment advice, asset consolidation for private clients – that is our core business. As such, we focus our complete attention and expertise on generating the highest possible returns on the assets you entrust to us. Our time-tested investment and control system is geared toward responding immediately to market events and change.