Private Clients

Wealth Management:

  • Discretionary mandate or advisory mandate
  • Open architecture
  • Tailor-made portfolio
  • Worldwide asset management
  • Retirement planning and wealth planning

Family Office:

  • Administrative support
  • Personalized attention
  • Networking

Our network:

  • Insurance companies (Swiss or International)
  • Lawyers & Notaries Public (Swiss or International)
  • Real Estate companies
  • Investment companies
  • Wealth planning companies

Institutional Clients

Wealth Management:

  • Advisory mandate
  • Open architecture
  • Tailor-made portfolio
  • Worldwide asset management
  • Retirement planning and wealth planning for executive employees

Cash Management:

  • FX operations
  • FX and commodity hedging
  • FX strategies
  • Management of maturities

Our network:

  • Insurance companies (Swiss or International)
  • Lawyers & Notaries Public (Swiss or International)
  • M&A companies
  • Real estate companies
  • Investment companies