Combining many years of expertise in the field, our advisors will guide you in your decisions and accompany you all through your personalised project.
Only one philosophy, three pillars
Offering our clients unique investment capabilities through our discretionary and advisory mandates centred around their individual goals.
Truly independent, efficient and proactive in a changing environment.
Conviction based approach.
- Understanding our clients and their risk tolerance is the basis of our relationship
- Focused on helping our clients achieving their objectives
- Proactive research of investments fitting our clients’ risk tolerance and return objective
- Highly flexible and benchmark agnostic
- Large investment universe, covering five asset classes
- Permanent risk monitoring of our clients’ portfolios
- Communication and partnership approach
- Open architecture: truly independent
- Focused on our strengths, in partnership with world-class experts
- You define the Goals and the Asset Allocation, we manage it
- Strategies available in CHF, EUR and USD (Other currencies only bespoke)
- All managed portfolios may be tailored to your individual needs
- Equity portfolio, only bespoke
- We advise, you decide
- Full decision power is in your hands at all time
Close access to industry experts
Our objective is to provide you with tailor-made solutions in order to grow your wealth.
We help you to optimise the return on your pension assets.
We guide and accompany athletes through a clear plan. Trust is essential. We are here for the long-term.