Your benefits

Your advantages as a customer

Long-term and sustainable. Transparent, individual and personal. Represent the basis of our approach to managing your assets, based on your needs and risk aversity. Our guiding principle is to offer an individual and comprehensive solution for the management of your assets and broader, adapted to you and your wishes. In addition to the advice, we offer to compare the fees of your custodian banks with our partner banks and then discuss with you whether to leave your assets with your existing bank or to make a transfer in part or in full.

Your advantages as a consultant

You retain your independence in advising customers, which we make possible for you by taking over The agreed back and middle office functions. You are completely free to organise your time. We believe that differences make us stronger and see Diversity & Inclusion as one of the most important approaches in our business. We strive for a sustainable and long-term relationship with you just as you do with your clients. We strive to always seek and find new investment opportunities for you.

We would also be happy to explain your advantages in a personal meeting, as these are by no means all e.g. CONTACT us


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