Bespoke financial solutions and guidance, helping clients to realise their aspirations.
Exclusive access to investments in cutting-edge companies.
In-house funds created to serve our clients’ evolving needs and interests.
Our content hub for insights from across industries and themes of shared interest.
Over 20 years of service.
Generations’ worth of value.
We are an independent wealth manager headquartered in Zurich, Switzerland.
We oversee significant assets on behalf of a select group of clients, providing investment services, advice, and bespoke solutions tailored to their specific needs.
Since our establishment in 2002, we have successfully navigated challenging market conditions to continually deliver excellence and quality to our client base.
20 years of service.
Generations’ worth of value.
Perspectives
What drives you?
Visit our content hub to explore insights from across industries and themes of shared interest, created in-house or in partnership with our global network of experts and thought-leaders.
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Get to know us
We are a diverse and dynamic team that thrives on catering to our clients' evolving needs and goals.
Our people
Your wealth.
Managed.
Wealth management is not just about the numbers. It is about the aspirations, passions, legacy and impact goals of our clients. Our team focuses on creating tailored solutions that perfectly align with our clients’ interests—for now and for the future.
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Providing value for investors and the world we share.
We believe good governance is the foundation of responsible corporate strategy, so we work with the Center for Sustainable Finance and Private Wealth. Through this collaboration, we are continuously learning and adjusting our approach, so we can provide the most value to our investors and to the world we share.