WHAT WE DO
Our professionals help people, business and institutions to build, preserve and grow wealth so they can achieve their financial needs. We offer a personalized approach and a team you can rely on anytime.
We adhere to strict regulatory standards and provide clear reporting on your investments ensuring you have comprehensive understanding of your portfolio’s performance and rationale behind investment decisions.
Wealth management
Discretionary mandate
Gain access to our expertise and market insights, ensuring your portfolio is actively managed for potential growth. Eliminate emotional biases as our team tailor a customized investment strategy aligned with your risk profile.
Advisory mandate
You prefer to balance control and expert guidance. Benefit from our ongoing support and insights to help you navigate the market complexities.
Who we are
We are a Swiss multi-family office regulated by FINMA. We combine the expertise and flexibility of an independent wealth manager with the reliability and security of a regulated financial institution.
Our team has over 75 years of combined experience. We work closely with our clients to meet their investments and wealth preservation goals, while providing a single point of contact.
The preservation of our clients’ wealth is our ultimate objective. We thrive to provide our services with integrity and independence.
