We are an independent financial institution, built by entrepreneurs three generations ago, and focused on helping other entrepreneurs, high-net-worth individuals and families effectively meet the challenges they face.
Our tailor-made global asset allocation and portfolio management services are built around your unique investment profile and needs. We build long-term solutions that balance wealth preservation and capital appreciation, while always working towards your objectives.
Our client-oriented approach to wealth management is holistic, and built on long-term, productive and trusting relationships.
Our offering revolves around the following pillars:
We are traditional and proud of our history. But we are not afraid to embrace the modern world and harness the latest innovations to drive our services forward. We relentlessly challenge ourselves.
Your needs and objectives are always our starting point, and the tailored solutions we create leverage our expertise and track record, robust infrastructure and fully open architecture.
We are proudly unbiased, as it allows us to always work towards creating the best results for our clients.
As a multi-generational institution, we believe that independence should be at the heart of everything we do. This is what has made us valuable and trusted partners.
We are hard workers, systematic and value the quality of our work. Relentlessly aiming to deliver high-end services to our clients, to their full satisfaction, is our ultimate objective.