Asset Management

Bespoke asset management mandates are one of our core competences. After arranging a personal consultation to define a risk profile, we draw up a targeted strategy geared towards investing your assets primarily in direct investments. Collective capital investment products can also be used to cover special investment needs.

Investment Advice

Our longstanding and experienced client advisors are at your side as partners to assist you with your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We would be happy to draw up investment proposals that meet your expectations and requirements. One of our other core services is to provide a consolidated assessment of your assets. This allows us to compile an in-depth risk analysis and instigate any concrete measures that may be required.

Family Office

Our customized services mean that we can offer holistic advice and support for individuals, families, family businesses, communities of heirs and companies. If external assistance is required, you can take advantage of a selected network of specialists. We have made a conscious decision not to engage in investment banking in order to preserve our independence.

Cooperation with external asset managers

Our experienced specialists for external asset managers are happy to assist you personally and individually on daily basis.

Basic Banking Services

Securities trading, securities safekeeping, collection of interest and dividends, corporate actions, regular and clear statements of assets and account statements, account management in various currencies, payments in Switzerland and abroad, check cashing and issuance, direct debits, cash deposit and withdrawals in Swiss francs and foreign currencies, Credit and Maestro cards, tax documents, withholding tax reclaims, Info Banking.

Additional Services

Tax returns Switzerland, consolidated analyses, legal advice, execution of wills, partition schemes, lombard loans and loans secured by property, financial planning Switzerland, pension Switzerland.