Combining many years of expertise in the field, our advisors will guide you in your decisions and accompany you all through your personalised project.
Only one philosophy, three pillars
Tailored Solutions
Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals
Expertise
Efficient and proactive in a changing environment and truly independent
Conviction
Conviction based approach
Our Wealth Management philosophy
- Understanding our clients and their risk tolerance is the basis of our relationship
- Focused on helping our clients achieving their objectives
- Proactive research of investments fitting our clients’ risk tolerance and return objective
- Highly flexible and benchmark agnostic
- Large investment universe, covering five asset classes
- Permanent risk monitoring of our clients portfolios
- Communication and partnership approach
- Open architecture: truly independent
- Focused on our strengths, in partnership with world-class experts
Managed portfolios
- You define the Goals and the Asset Allocation, we manage it
- Strategies available in CHF, EUR and USD (Other currencies only bespoke)
- All managed portfolios may be tailored to your individual needs
- Equity portfolio, only bespoke
Advisory portfolios
- We advise, you decide
- Full decision power is in your hands at all time
Close access to industry experts
Global Business
Combining many years of expertise in the Global Business environment, our specialists will guide you in your decision-making process and accompany you throughout your project.
Fund Administration
We enable fund managers to focus on looking after their investors and investments under management, helping them achieve their strategic objectives.
Trust
Our personalised wealth structuring solutions rests on an in-depth understanding of your personal situation. As a result, we are able to adjust our offering to your unique objectives.
Outsourcing
Managing a business is time-consuming and requires constant monitoring. Our services aim at facilitating this process.