Services

Audit and consolidation of portfolios for private clients and professionals who delegate essential tasks (ex. Trustees)

Discretionary mandates for individuals, legal entities or unit-linked life insurance contracts. We offer dedicated strategies to match the values and objectives of our clients such as sustainability, islamic finance (Shari'ah) or governance.

Advisory

Advisory mandates which grant you access to our expertise on the asset classes that matter to you

Family Office

Family Office services that meet your needs and aspirations

Financing

Identifying the best financing solution (mortgages, lombard loans, leasing...)

Wealth planning

Helping you structure your wealth so that you can achieve your life plans while preparing your legacy

Legal framework LSFin | LEFin

Our company is authorized by the FINMA and our services must comply with the swiss legal framework, specifically the laws on financial services LSFin and LEFin. In order to protect you, we categorize by default our clients as private clients according to LSFin, the category which grants the highest level of protection and information. As a client, you can change category and be considered a professional client. Talk with our experts to know more about your rights and our duties.

Download the SBA brochure on financial risks