Why us

We are agile, flexible and big enough to comply with all regulatory requirements.

As a team we are compact and young enough to think and act dynamically and expansively. We are uncomplicated and prefer a personal contact. Our decisions are made in a transparent and direct way.

We consider the current situation in our industry as a chance to grow. To grow with you.

We want you to be able to contribute and exploit your potential as our contracting partner in favor of your clients. We offer a transparent and tailor-made service for our clients. For you, as an independent investment advisor, a pleasant and professional working environment with a wide range of additional benefits. Here as well, tailor-made according to your individual wishes and expectations. We are looking forward to discussing the details with you.



Stockerstrasse 55 
8002 Zürich
Phone +41 44 209 70 80
Fax +41 44 209 70 81