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.

Contact Us


    Monday, between 10:30 and 12:00 (GMT)
    Wednesday, between 10:30 and 12:00 (GMT)
    Friday, between 10:30 and 12:00 (GMT)

    Most read articles:
    - Setting up a company in Mauritius
    - Relocate your company to Mauritius

    Get in touch with our experts:


      Monday, between 09:00 and 10:30 (GMT)
      Wednesday, between 09:00 and 10:30 (GMT)
      Friday, between 09:00 and 10:30 (GMT)