Company

Together even stronger

Philosophy

  • As an independent Wealth and Asset Manager we focus on common sense. We consider ourselves as conservative investors and rely on long-term success of your personal assets. Sustainability has a great deal of importance in our investment decisions, as long as the financial targets are not neglected. Clear investment principles, asset protection and high quality decisions are in the center of our sustainable behaviour.
  • With our independence we are never forced to act under pressure. Conflict of interest? Hidden costs? Never. We promise absolute transparency.
  • Short decision making processes and flexibility: We take our time to understand all your needs and concerns. Communication with you as a client is unexceptional thruthful and fair.
  • We represent your interest and requirements towards your chosen custodian.

Core competence

  • As a Wealth and Asset Management company we are serving private clients, families as well as institutional investors. Our investment approach is mainly based on single investments paired with passive and active instruments.
  • We provide comprehensive and customized services.
  • Our strength; flexibility, individuality and continuity.

Memberships