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“We do not inherit the earth from
our ancestors. We borrow it from
our children.”

Middle Eastern proverb

Why we exist

Wealth Management Excellence. Today and tomorrow.

Since 1996, our ambition has been to become your trusted independent expert advisor in the management and supervision of your global financial affairs.

But our purpose is about more than just managing your wealth — it’s about preserving your legacy and ensuring the future of the generations to come.

Services

Why us ?

We always put your interests first and make sure that we can devote the necessary time and resources to you in order to be worthy of your trust.

Over the years, we have earned a strong market reputation. Driven by an entrepreneurial spirit and regulated by FINMA, we offer lasting stability in our relationships with clients, management, and staff.

Our experienced and multilingual team brings you top-tier investment and operational expertise. Committed to excellence and driven by a client-centric culture, we always strive to go the extra mile.

We provide independent and high value-added investment services, with access to top third-party managers cherry-picked after a stringent due diligence process and an approach that favours critical judgment over market fads.

We provide you with carefully tailored solutions to preserve and steadily grow your capital, as well as delivering premier support in the administration of your family assets.

To ensure that you receive the highest level of service, we focus on a small number of select clients, with whom we have often built strong relationships over several decades.

We provide comprehensive consolidation and supervision for your portfolios across different custodian banks. Thanks to our in-depth understanding of all facets of wealth management, you are assured of thorough oversight and expert handling of your wealth.