Who We Are:

1

Highly dedicated

  • Long-term and trusted relationships with clients
  • Client’s interests come first

2

Reputable and stable

  • Sound market reputation with a 28 years history
  • Professionally managed organisation supervised by FINMA

3

Experienced team

  • Deep portfolio management expertise
  • Commitment to excellence across investments and operations

4

Differentiated investment expertise

  • Keeping independent and critical judgment
  • Value-adding investment expertise

5

Complete tailored offering

  • Complete tailored solution for each client
  • Targeting preservation and steady growth of capital

6

DNA in private wealth management

  • Full consolidation and supervision across custodians
  • Understanding the detail
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