Investment Sparring Partners

In order to provide our clients with an efficient and independent management, our investment committee relies on the skills of two external service providers, who bring us expertise in both macroeconomic and technical analyses.

 

Fund Management

With more than 50 fund managers under regular review, we are able to integrate the best products into our portfolios under administration, managed by specialists, on specific topics. Our open architecture lies on our continuous search for performance, diversification and control of risk and costs.

 

Custodian banks

More than just custodians of our clients’ assets, our partner banks provide us with the support of their specialists, and the access to their infrastructures and their specific offers, whether in Private Equity, Philanthropy or any other service that a demanding clientele is entitled to obtain by way of our collaboration.

Our main partners are:

banque cantonale de valais

 

Credit Suisse

 

lombard logo

 

UBP logo

 

BCV logo

 

Edmond de rothscild logo

 

pictet logo

 

UBS logo

 

Bonhote logo

 

julius bar logo

 

Swissquote logo

 

valiant logo

 

bordier logo

 

LGT logo

syz logo

vontobel logo

 

Your wealth is our passion

Our objective is to provide you with tailor-made solutions in order to grow your wealth.

Pension

We help you to optimise the return on your pension assets.

Athletes Wealth Advisory

We guide and accompany athletes through a clear plan. Trust is essential. We are here for the long-term.