We are an independent financial consultancy and asset management company.
Our clients remain independent and hold their assets at banks of their choice.
All clients know their asset manager personally. These relationships are based on a spirit of confidentiality and discretion.
Our asset managers individually look after the assets of each client's portfolio.
We strictly follow the investment guidelines defined with every client.
Value preservation of the client's assets is top priority.
We strive to achieve long-term growth.
As an active member of the Swiss Association of Asset Managers (SAAM), we commit our-selves to the observance and conversion of the high federation standards.
We keep to the regulations of Swiss money laundry legislation and adhere, as a Member of the SRO, to the SAAM monitoring of the self adjustment organization.