Solutions tailored to you.
We see ourselves as an independent, long-standing partner for your assets. Most of our client relationships have lasted more than 20 years – our services are designed precisely around our clients' needs.
Active Advisory
Active advisory and consulting · Market news chat · Access to research and trade ideas
We keep you up to date on market news, trends and current trade ideas. Our Group CIO runs a dedicated market news chat, and you receive research and trade ideas across all asset classes. Your orders are executed directly at the trading desk of your custodian bank.
Quarterly investment commentaries provide a review and outlook, with recommendations on tactical and strategic asset allocation. Your strategy is monitored and adjusted continuously – and your opinion matters.
- Active consulting
- Theme investments
- Mediation & execution
- Access to research and trading ideas
- Market news chat
Asset Management
Asset management and advisory as our core competence
We listen and understand your needs, analyse them together with you and implement a tailored strategy. Your investment strategy is individual: it is based on your risk profile and your wealth planning strategy, with a benchmark to compare results.
- Listening to and understanding your needs
- Joint analysis and implementation of a tailored strategy
- Systematically implemented investment process
- Continuous monitoring
Needs analysis
Determining your risk capacity and risk tolerance.
Proposal
We propose an appropriate solution for you.
Implementation
The investment process is implemented systematically according to the strategy.
Monitoring
Your assets are analysed continuously and checked against the defined ranges.
Ongoing review
Your wishes and parameters are reviewed on an ongoing basis.
Wealth Planning
Financial planning and optimisation · Preparation of retirement, tax and estate planning
Our global network enables comprehensive financial planning. We take a holistic view of your wealth and your future – and, together with our partners, offer tax optimisation, structuring and fiduciary services.
- Long-term financial planning and optimisation
- Retirement planning
- Tax planning
- Structures and trust services
Wealth Protection
Swiss custodian banks · Investor and depositor protection
Trust is our most valuable asset. For more than three decades our group has provided independent financial services in the Swiss market.
Besides implementing your wealth strategy, protecting your assets is our central goal. We achieve this through secure account set-up with Swiss banks, an integrated wealth strategy and our wealth planning.
- Choice of several custodian banks
- Swiss investor and depositor protection
- Integrated wealth strategy
Would you like to learn more about our services?