We build growth
partnerships with
our clients.

We build growth
partnerships with
our clients.

Mission & Vision

We consider our clients as long-term partners. We permanently look for excellence in our core domain of competence: financial markets.

Capital Markets, Financial Regulation, Global Taxation are in perpetual movement, it requires constant monitoring on all sides of wealth planning in order to preserve and increase wealth.

Mutual trust is at the core of our client relationship, therefore we remain selective as we are convinced we should share the same objective together: safe, solid and permanent growth.

We are at the
heart of the private
individual wealth
ecosystem.

We are at the
heart of the private
individual wealth
ecosystem.

About us

Seasoned professionals from wealth management, private banking, hedge funds and investment banking. We have primarily scientific and academic background before entering finance industry.
In Switzerland, we are at the heart of the private individual wealth ecosystem (wealth structuring, tax advisors, lawyers) helping to plan and structure financial affairs for clients with international background and domicile.

We permanently
look for
innovation.

We
permanently
look for
innovation.

Competence

We consider our clients as long-term partners. We permanently look for excellence in our core domain of competence: financial markets.
Capital Markets, Financial Regulation, Global Taxation are in perpetual movement, it requires constant monitoring on all sides of wealth planning in order to preserve and increase wealth.
Mutual trust is at the core of our client relationship, therefore we remain selective as we are convinced we should share the same objective together: safe, solid and permanent growth.

We rely on the values
of common sense
and perseverance.

We rely
on the values
of common
sense and
perseverance.

Strategy

We look for absolute and constant stable returns, we aim to achieve positive returns in all market conditions or protect capital in extreme or difficult times.
This requires independent and reactive views of all markets instruments, asset classes and a deep experience of financial markets and their participants.