Wealth Management

SECURED & TRANSPARENT WEALTH MANAGEMENT

SECURELY MANAGED
IN YOUR BANK

We provide transparent asset management with your bank of choice, or you can benefit from our existing business relationships with top-tier private banks to open an account in preferred terms.

MULTI CUSTODIAN PLATFORM

We utilize a tailor-made digital platform, which integrates all your assets and bank accounts to effectively manage, report, and analyze investment portfolios and positions.

Certified Member
of SAAM

As a certified member of the Swiss Association of Asset Managers, we apply high standards of Swiss financial industry.

TAILORED INVESTMENT SOLUTIONS

CUSTOMIZED TO
YOUR NEEDS

In Investments, there is no one size fits all. Understanding your requirements and coupling it with our in-house and external market research is key to provide a fully customized investment management solution.

EXPERIENCED MANAGEMENT

100 years of combined professional experience in the financial markets. We have seen the booms and the busts and know how to steer the investments accordingly.

FIXED INCOME SPECIALIZATION

Providing clients with added values by utilizing macro, bottom-up market research and trading experience in fixed income assets (e.g., investment grade, emerging markets, high yield, subordinated debt, etc.)

FLEXIBLE TO YOUR NEEDS

Business
network

Throughout our professional experience, we have created a network of business contacts that can be utilized for different investment opportunities, such as - private equity, real estate, unique structure products, credit solutions, etc.

Benefit
from scale

Benefit from our unique terms and conditions with leading Swiss banks, support in opening a bank account or obtaining credit solutions (e.g., Lombard loans).

Always here
for you

Providing professional services is
in our core DNA. You can reach us at any time to get immediate support with your financial investments.