We offer 360° support for all your asset-related matters, including advice on your personal, business and real estate assets as well as guidance on long-term retirement planning. Most importantly, you get tailor-made, personalised advice based on your specific needs and goals. Every time.
Let us handle your financial assets. After conducting an in-depth analysis of your status, we will work with you to formulate a suitable plan tailored directly to your needs, including adapting the strategic asset allocation if necessary.
Benefit from our know-how. We have strong relationships with a number of listed companies in Switzerland and abroad. What is more, we also offer bespoke stock enhancement and hedging mandates for bigger single-stock positions thanks to our partnership with a trusted external asset management company.
We have a deep understanding of fixed-income investments and manage bond mandates in all the main currencies for both private and institutional clients.
Receive the best possible financing options when buying or selling real estate. We also provide personalised advice on investment opportunities.
We manage proprietary equity-focused investment funds in Switzerland and abroad – all achieving attractive returns.
Working together, we select individual, tax-efficient solutions within a private investment foundation suitable for your risk profile. We also offer best-in-class solutions for companies seeking innovative and progressive options in this area.
We deliver the transparency you want. We place strong emphasis on ensuring that you always have a complete overview of your assets by providing an independent global custody solution.
Take advantage of our large company network and get access to investment opportunities in private companies – tailored to your profile.
Our unique blend of services gives you
holistic advice and identifies the best