The wealth that we manage is deposited in a custodian bank of the client’s own choice, and under the client’s name. We offer clients the possibility of managing their wealth and conducting investment decisions through our discretionary mandates.

In the investment activity, when it comes to quality, we don’t compromise. Long-term investment in the market leaders of respective industries and countries, as well as the first-class quality of fixed-interest investments, is paramount.

The consultation is based on an investment strategy worked out together, and we render services for asset classes, regions and currencies, as well as investment titles for all asset classes.

We monitor the liquidity and due dates, as well as the development of the investments, and regularly present investment suggestions. Investment decisions are always ultimately made by the client himself.

The controlling and reporting of complex financial assets serves as an overview, allowing us to make imbalances, overlaps, and cluster risks in the investment, transparent.

We would be happy to select the appropriate asset managers and banks (Beauty Contest) that comply with your criteria, and also negotiate the conditions for you. We will assist you as independent and personal consultants.

Based on our comprehensive analysis, we create an asset concept and bundle the assets reasonably on different banks or countries within the scope of a risk diversification. The founding of a legal person (foundation, trust, funds, Swiss corporation) is very often an ideal vessel to realize the family members’ different interests.