In a complex and constantly changing world, where demanding financial markets and restrictive legal provisions make it difficult to manage your assets.

You want to rely on a strong, reliable and competent partner.

• You expect your advisor to listen to and protect your needs, to be at your entire disposal.
• You demand a clear and transparent partnership, based on trust and long term relationship.
• You consider a global approach of wealth management, based on common sense and a vision for the future.
• You are looking for highly skilled specialists in fields as diverse as tax, pensions, real estate, or estate planning.

Thanks to our long experience in banking and finance, independent asset manager for more than a decade and active members of the Swiss Association of Asset Managers, we put all our expertise at your service.

Member of Swiss Association of Asset Managers | SAAM

From the flight plan, throughout your journey, we stand by your side. Depending on your investment profile and risk tolerance, we jointly develop an investment strategy, with a global vision. Establishing a personalized and efficient portfolio requires time, care and a vision.

We work on a contract basis, within the frame of an open architecture, seeking to protect your interest. Depending on how you wish to be involved in the management of your assets, we help you in:

• cost and performance monitoring.
• controlling of outsourced managed portfolios to banks.
• supervision and advisory for your portfolio,
• full discretionary portfolio mandate,
• You keep the complete control of your assets deposited in the bank of your choice. No withdrawal or any transfer from your accounts and deposits can be made without your formal instruction to the custodian bank. We work with leading banks, such as Lombard Odier, BCV, UBS or Credit Suisse.

If you wish, we can assist you in choosing the bank that best meets your needs.

Within the context of a trusted relationship, rooted in continuity and sustainability, we proceed by:

• Getting to know you first, by establishing an overview of your situation, detailing the elements of your wealth, taxation, pensions, insurance, and real estate,
• Identifying, understanding and analysing your needs,
• Establishing your goals, determining your objectives, both financial and private,
• Thinking of solutions, develop an action plan on short, mid and long term, coordinating the various interventions,
• Implementing the solutions adopted,
• Ensuring a regular monitoring in the form of reports and consolidated data, regular review of implemented solutions,
• Anticipating issues, questions and needs, preparing the future.