We are a privately-owned financial institution, with over 35 years of Swiss heritage that exemplifies the finest wealth & asset management traditions.
Our key business areas are asset & wealth management, private equity & venture capital, and family office services.
We partner with high-net-worth & ultra high-net-worth individuals, families and institutions which require unique and independent investment solutions. We believe in long-term value creation and a strong partnership with our clients.
Our financial markets insights, breadth of products and ability to access global private opportunities uniquely position us to manage our client's wealth. We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our client's goals while maintaining institutional standards of asset management.
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.
Our clients’ wealth is the result of the time they sacrificed away from their families to ensure their financial security; it is our mission to protect and build on this sacrifice.
We achieve this through
- Establishing long-term relationships
- Our independence
- Operating as a dedicated fiduciary advisor
- Our commitment to provide the best investment solutions & services
- Crafting the best solutions for our clients’ individual needs