Our objective is to provide you with tailor-made solutions in order to grow your wealth. Combining many years of expertise in the field, our advisors will guide you in your decisions and accompany you throughout your personalised project.

Only one philosophy, three pillars

Tailored Solutions

Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals

Expertise

Efficient and proactive in a changing environment. Truly independent

Conviction

Conviction based approach

Our investment philosophy

  • Understanding our clients and their risk tolerance is the basis of our relationship
  • Focused on helping our clients achieving their objectives
  • Proactive research of investments fitting our clients’ risk tolerance and return objective
  • Highly flexible and benchmark agnostic
  • Large investment universe, covering five asset classes
  • Permanent risk monitoring of our clients’ portfolios
  • Communication and partnership approach
  • Open architecture: truly independent
  • Focused on our strengths, in partnership with world-class experts

Managed portfolios

  • You define the Goals and the Asset Allocation, we manage it
  • Strategies available in CHF, EUR and USD (Other currencies only bespoke)
  • All managed portfolios may be tailored to your individual needs
  • Equity portfolio, only bespoke

Advisory portfolios

  • We advise, you decide
  • Full decision power is in your hands at all time

Close access to industry experts

Accounting and Tax

Our team has the required capabilities and skills to support you in keeping your accounting, as well as your tax, in accordance with the legal obligations in effect.

Human Resources

Whether you are looking to recruit, manage your people, structure your company’s Human Resource, or plan for future growth, we can provide you with the experience and capabilities you need to achieve your business objectives.

Communication

You have just started your activities or have been serving customers for a while, but do not have a well-established brand? We help you in its development.