“Our mission is to provide our clients and their families an unrivalled level of service and expertise. Through hard work, commitment, trust and transparency, we aim to be a reliable partner, always there through the toughest of times. Wealth is not just for your lifetime, it’s for your legacy.”
This is the cornerstone of our business. Being independent allows us to ensure our clients are always receiving best of market solutions, individually tailored to their expectations and needs.
Nothing is too much for our clients or their families. We ensure that we always go the extra mile to provide an unmatched level of service that high net worth individuals deserve and expect. It speaks volumes for us that 90% of our business is referred though existing clientele.
With over thirty years of financial experience, we have the knowledge to make a difference. Our partners have worked for top tier banks across multiple jurisdictions. This means we have the internal understanding of banks and financial institutions to ensure our clients get the best solution which will combine strong cost management with the most appropriate services.
All of our business dealings are made in full compliance with the Swiss Law on confidentiality.