Setting up tomorrow.
Today.
We are here to help you secure your legacy through strategic planning.
Setting up tomorrow.
Today’s high net worth individuals are global citizens with global portfolios.
This is why we take pride in being a truly global firm.
Our clients enjoy access to all major markets as well as a large number of emerging markets. Our perspectives are informed by a diverse team comprising experienced professionals from a wide variety of backgrounds.
However, we also appreciate the importance of local insights, and we have developed a proprietary network of relationships with local experts who are highly knowledgeable with regards to specific market conditions in their region.
Sustainability is serious business.
We are fully aware that sustainability is a core theme in the investment decisions of the next generation – and this trend isn’t going away.
While many other firms see ESG as a corporate slogan, we see it as an integral pillar of every aspect of what we do. We believe in the concept of a double bottom line, and we are absolutely convinced that it is possible to do well while also doing good.
We are in the business of preserving assets for the next generation, and there is no asset more valuable or important than our planet.
We believe the focus should always be on our clients.
We live in an age where everyone vies for attention. Many other firms seek publicity and accolades for themselves, but we honor the traditions of our Swiss founders by prioritizing discretion and confidentiality. It’s not about us, it’s about you.
