Experienced and highly competent Flexible and strictly independent Stable and well established
Our core competence lies in wealth management. We provide various wealth management mandates. Our investment strategy is defined according to the investment goals of our clients. Customised solutions guarantee a high degree of individuality and professionalism.
Solves conflicts independently: the ombudsman's office
As a client-oriented company we are a member of the independent ombudsman office « FINOS », which is recognized by the Federal Department of Finance. In the event of any differences of opinion between us and our clients, the ombudsman’s office offers a neutral, objective and constructive attitude towards finding an win-win solution.