Values, goals
and you.
Wealth is more than just money. It is the consequence of hard work, persistency, success and foresight. You rightfully deserve financial stability and independence. To preserve and grow those aspects is our commitment. We treat the entrusted responsibility discreetly with utmost diligence and care.
About us:
We are a FINMA-licensed, independent Swiss wealth and asset management company for high net-worth individuals and families.
We exclusively collaborate with top-tier private banks on a retrocession-free basis and have a strategic partnership with Aquila, Switzerland’s largest platform for independent asset managers.
We believe in Switzerland due to its stability, political and economic diversification and access to a fiscally responsible jurisdiction.
We are passionate about people and resolving their financial challenges.
We come
together
We would like to know more about you, understand what’s on your mind and come together for a personal meeting.
We work
together
Together we discuss your current circumstances, your plans and objectives, assess steps already taken, propose and collaborate on a strategy to achieve your goals.
We grow
together
Sustainable success is achieved with clear goals, proper implementation, regular reviews, potential adjustments as well as continuous learning. Along those factors we assist you with proximity, responsiveness and swift execution.
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We don’t claim to know everything,
but we know whom to ask.
We don’t claim to know everything, but we know whom to ask.
The regulatory environment within the financial industry is becoming more and more complex. Through our long-standing global access to renowned specialists, we believe in providing you outstanding, independent and holistic advice.
Asset management
You delegate the investment decisions to us and free up time for your other priorities. We manage your portfolio within defined risk parameters and asset allocation to achieve your investment objectives.
You delegate the investment decisions to us and free up time for your other priorities. We manage your portfolio within defined risk parameters and asset allocation to achieve your investment objectives.
Investment advisory
You prefer to make your own investment decisions but seek advice? We support you with ideas, research and analysis. Likewise, we help you navigate through the complexities of financial markets.
You prefer to make your own investment decisions but seek advice? We support you with ideas, research and analysis. Likewise, we help you navigate through the complexities of financial markets.
Financing
In addition to margin loans backed by your portfolio, we arrange tailor-made financing for mortgages, aircrafts, yachts and vessels, art and luxury car collections directly through financial institutions or third-party brokers.
In addition to margin loans backed by your portfolio, we arrange tailor-made financing for mortgages, aircrafts, yachts and vessels, art and luxury car collections directly through financial institutions or third-party brokers.
Wealth planning
Our network brings outstanding know-how in asset protection, estate planning, life insurance and in transferring assets smoothly and efficiently across generations.
Our network brings outstanding know-how in asset protection, estate planning, life insurance and in transferring assets smoothly and efficiently across generations.
Banking services
Exclusive access to premium private banks for wealth management and corporate accounts, debit and credit cards.
Exclusive access to premium private banks for wealth management and corporate accounts, debit and credit cards.
Due diligence
We guide you through the financial, legal and compliance aspects associated with opening or maintaining banking services, confirming the legitimacy of funds, ensuring compliance with anti-money laundering and know your customer regulations.
We guide you through the financial, legal and compliance aspects associated with opening or maintaining banking services, confirming the legitimacy of funds, ensuring compliance with anti-money laundering and know your customer regulations.
Experience and engagement
as factors of success.
Contact us for a personal meeting.
Personal data is processed in accordance with our privacy policy.
Why us:
Would you like to find out more?
Contact us here.
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