Wealth & Investment
Management

Wealth Management

As an independent asset manager, we advise our private clients objectively and without bias. We are not tied to a select group of products, freeing us from a potential conflict of interests and therefore able to deliver best-in-class investment solutions to our clients. We work with our clients. Be it on a discretionary basis or/and advisory mandate. Therefore we have a vested interest in accomplishing your investment objectives.

Asset Management

We offer to establish investment vehicles such as funds or trusts to serve selective private and institutional investors. These structures enable investors to access proven investment strategies in a legally separated form that would normally be out of reach. This service is always driven initially by the needs of our clients.

Private Capital Market

Private Capital Markets are capital investments that go beyond the usual public markets investments, such as shares, interest-bearing and money market securities. A key feature of such investments is that they are focused on realizing profits independently of public markets and stock exchanges.

Private market investments include, amongst others, holdings in non-quoted companies (private equity, venture capital), private and corporate debt, real assets as well as closed collective investment schemes.