Operating Principles

  • We are an independent asset management and financial consultancy company.

  • Our clients remain autonomous and hold their assets at banks of their choice.

  • The relationship between our clients and know their asset managers is based on personal.

  • Our asset managers look after the assets of each client's portfolio individually.

  • We respect and strictly follow the investment guidelines defined by our clients.

  • Value preservation of a client's assets is our top priority. We strive to achieve long-term growth.

  • As an active member of the Swiss Association of Asset Managers (SAAM), we commit ourselves to the upholding and implementing of the high standards of the association.

  • We comply with the regulations of Swiss money laundry legislation and adhere, as a member of the SRO, to the SAAM monitoring by this self-regulating body.