— About us —
– History –
For more than 30 years, we have offered our discerning clients in Switzerland and abroad bespoke asset management or advisory mandates, succession planning, personal financial and pension planning as well as Family Office services.
A high degree of agility and dedication enables us to create individual solutions for our clients and to implement them quickly, precisely and competently.
– Values and Visions –
Money doesn’t sleep. The world is in constant change. The rules change. The challenge is to keep the view of the whole thing, say goodbye to obsolete patterns of thinking and start out on new paths.
With our knowledge and experience, we support you at implementing flexible solutions without losing sight of our common objective.
– Our Team –
We distinguish ourselves by our experience, commitment, and put high demands on ourselves regarding quality and efficiency.
The members of our team have an average of more than 30 years of experience in different areas of financial services.
AVERAGE OF MORE THAN
30 YEARS OF EXPERIENCE
Number of employees: 10
Number of custodians: 10
Founding year: 1983
Shareholders: Private ownership
Regulation: Member of the Swiss Union for Quality Management of Financial Services (www.vqf.com) and the Industry Organisation of Independent Asset Managers (BOVV).
Clients: Individuals, family offices, trusts, foundations, private funds.
Services: Asset management, investment consulting, asset planning, financial planning, family office services, complementary services.