Wealth, Banking and Asset Management

By using our expertise in wealth planning and our network of professional partners, we design tailored and sophisticated solutions to best complement your wealth and succession planning

Risk Analysis, Wealth Planning and Portfolio Management

  • Completely independent financial consulting services with bespoke and personalized solutions
  • Highly analytical approach to asset management, coupled with a client- focused and traditional client relationship management
  • Capital Assets from CHF 350.000
  • Investment Guidance without Wealth Management Mandate

Would you like to know more, please contact us. We are looking forward to explain to you our services in detail.

“We follow our instincts to make brave choices and control risks.

Wealth Planning and Additional Services

  • Trust
  • Life Insurance
  • Corporate Entities Set Up and Management International Solutions

Additional Services

  • Health Insurance
  • Ordinary and extraordinary consolidated accounting
  • International Retail Banking Accounts

“Innovation offers a new discovery at every step.
We study the rules to win.

Alternative Investments & Special Services

Alternative Investments

  • International Estate Purchase and Sales
  • Property Investment and Management
  • Development & Management of Real Estate Projects
  • Mortgage Solutions
  • Aircraft and Yacht Financing
  • Art Investment
  • Super Wine Advisory

Special Services

  • Relocation
  • Second Passport and Residence Solutions
  • Maintenance and rental Services
  • Concierge Family administration Services
  • International Schools and Process Support
Exotic Investments
LET’S START A PROJECT!

Custody Bank Selection

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DO YOU HAVE A BIG IDEA WE CAN HELP WITH?

Contact Us