Our Firm

Opportunities are what drive the world forward. Sustainable growth, strong partnerships and global impact are all created through the ability to identify and derive value from ideas.

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

Type

SCHIPFE 2
CH-8001 ZÜRICH
SWITZERLAND

ASSET MANAGEMENT:
+41 43 888 45 60

WEALTH MANAGEMENT/
PRIVATE MARKETS:
+41 43 888 60 60

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