We are a privately-owned financial institution, with over 37 years of Swiss heritage that exemplifies the finest wealth & asset management traditions.
As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth-management decisions.
We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.
Our key business areas are asset & wealth management, private equity & venture capital and family office services. We work exclusively with high & ultra-high-net-worth individuals, families and institutions.
We see ourselves not only as allocators of capital, but also guardians of assets. We prioritize stability before growth, in order to manage wealth through the passage of time.
We achieve this through
- Long term value creation
- Our independence & open architecture
- Operating as a dedicated fiduciary advisor
- Our commitment to provide the best investment solutions & services
- Crafting the best solutions for our clients’ individual needs