Proactive in approach, yet selective in pursuits, we balance creative energy with experience to offer a dynamic client experience relationship that evolves alongside investment goals and global trends.
We believe that by offering an adaptable in-house wealth and investment platform supported by a robust external network, we establish accountability, create alignment and unlock access.
The result is a trusted, enduring partnership of performance built on the foundation of innovation, impact and opportunity.
Innovative Architecture
Every strategy we engineer is shaped with purpose and formed to fit within a unique service architecture designed to maximize investment versatility and portfolio quality. Modular in approach, our solutions are building blocks that can be assembled to exact situational specifications.
Performance with Purpose
We are a firm that is always moving forward. Yet do so with a sense of measured precision that ensures every action taken is justified and value-added. Each solution is carefully constructed to drive performance while serving a compelling purpose.
Global Vision
Diverse perspectives create unique solutions. We are a mix of proven veterans and talented rising stars who bring vision and value to an environment and investment ethos that thrives on the synergistic balance of experience and energy.
Our History
2002
Started with the backing of one family, with an aim to evolve into a multi-family office
2012
Began offering clients a modular approach to asset management, introducing our own products and capabilities
2016
Implementation of Environmental, social and corporate governance (ESG) Principles
2004
Began a focused journey to become a full-fledged asset manager, by scaling up staff, compliance, and systems
2015
Launched 4 New Strategies: The Luxembourg Funds
2019
Extended our Private Markets strategy to external clients
Get in touch
UTOQUAI 55
CH-8008 ZÜRICH
SWITZERLAND
ASSET MANAGEMENT:
+41 43 888 45 60
WEALTH MANAGEMENT/
PRIVATE MARKETS:
+41 43 888 60 60
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