In a nutshell.
We are a boutique Swiss wealth management firm operating for over 20 years.
Our mission is to help you manage your wealth so you can focus on growing your business.
In addition to investing, we can offer business advisory support, structuring frameworks and office space.
Transparency
Our services are priced in line with the trust we’ve established. We want you to understand how we work and have no surprises when it comes to fees.
Focus
Building long term relationships with you is our priority. Common sense guides our strategies and grants perspective along the road we define together.
Proximity
Dealing with financial matters should be a pleasant experience; not anxiety provoking. Whether you’re only looking to invest or set up a whole family structure, we will guide you.
Invest with conviction, pick your favorite themes.
5G
Water, food
Digital payments
Metals
Cloud computing
Cybersecurity
High dividends
Online gaming
Vegetarianism
AI, VR and robotics
Sustainability
Blockchain
Social responsibility
Crypto currencies
and more...
Trusted partners.
No compromise on quality, just lower fees for clients and higher profit sharing models for bankers.
We partnered up with the most reputable institutions to bring you a consistent and flexible range of services.
Our team comprises professionals from the financial, tech and service industries, with backgrounds in banking, venture capital and operations.
You have clients
You want independence- Work for yourself
- Earn for yourself
- Control your costs
- Access premium partner banks
- Get a professional structure and setup
You have capital
You want ideas and a partner- Put your cash to work
- Pick themes you care for
- Deal with humans
- Transparent fees
- Swiss quality and expertise
You have a business
Or you are starting one- Business Advisory
- Banking Relationships
- Office Space
- Structuring Support
- IT Procurement and Support
*Indicative base tariff. May vary depending on structure complexity and assets.