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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 focus on a few selected Family Office clients, always putting their interests first and building with them long-term and trusted relationships.

Over the years, we have earned a strong market reputation. Driven by an entrepreneurial spirit and regulated by FINMA, we are an example of stability in our client, management, and staff relationships.

Our skilled and multilingual team brings you top- tier investment and operational experience. Committed to excellence and driven by a client- first 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 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 providing you with 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 selected clients, with whom we often have built strong relationships over several decades.

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