- Trust arises when personal sensitivities are taken into account.
We guarantee you personal care no matter what the wealth scenario. We are authentic and duty-bound only to our clients, for whom we always seek the best solution. The individually defined objectives of our clients are realized in line with the traditions of Switzerland as a financial centre.
- Trust arises from a neutral standpoint.
We do not sell any proprietary products or hold any proprietary positions. So we are not required to sell the investment policy of a single institution, leaving us free to be neutral and transparent.
- Trust is built on continuity.
We rely upon continuity in our client relationships and upon constancy and authenticity in the advice we offer and investment strategies we devise.
- Trust arises from competence.
We are independent asset managers who are motivated and flexible. We are characterized by an ability to innovate and long-standing private asset management experience (over 50 years). We glean our information from various sources in the banking, broking and financial world. We also leverage our wide-ranging international network of relationships and our cooperation with various banking partners worldwide at preferential terms for your benefit.
- Trust is based on security.
We stand for the quality and tradition of Switzerland as a financial centre. Trust is good, control is better, which explains why we are members of the Self-Regulatory Body of the Swiss Association of Assets Managers (SRO/SAAM). Security is the prime directive. Our guiding principles are compliance, responsibility and integrity. We leverage our association with a law firm for your benefit.