Why we captivate
Continuity
We have been working with most of our clients for more than 20 years and have global network of financial professionals.
Availability
We are quick to act and reactive to our clients’ requests and inquiries.
Proximity
Switzerland is very central in Europe and easy to reach.
Tailor-made
Our investment management philosophy is cautious, focused on our client’s objectives and based on individualized solutions. We don’t have standardized investment approach, unlike many of our competitors.
International
We are able to provide our services in most international major financial places such as Switzerland, London, Luxembourg, Brazil, Dubai, Singapore, Hong-Kong, United Kingdom etc.
Value
Our mission is to add value for our clients under any circumstances.
Active
We are involved in our clients’ success and make our best to assist them.
Transparency
We provide you with regular and transparent reports on results and fees.
Efficiency
We commit ourselves to bring you the best solution possible.
We are different
We serve a limited number of clients to privilege a close and personalised relationship with each of them. We offer unlimited availability and assistance.
Our entrepreneurial approach enables us to assist you in the realization of your success stories.
We think outside the box.
We understand our clients’ markets, countries, mentalities local practices and business environment.
We carefully listen to your needs and goals and adopt a personalized and devoted professional attitude in all circumstances.
We have built a longstanding and valuable international financial network enabling us to always find a solution to each and every one of our clients’ needs.
Legal documents
Company Factsheet
Supervisory Authority
Furthermore, the Company is a member of SO-FIT (https://so-fit.ch), a supervisory organization recognized by FINMA according to the Financial Institutions Act (FinIA),
Our Company is legally bound to comply with the Swiss Federal Act for Data Protection as well as to abide to the professional code of conduct. Our Company grants its clients its highest commitment in this respect, on the following three levels:
Legal Obligations: Our Company commits to be fully compliant with the Swiss Federal Act of Data Protection which sets out the legal frame on how confidential non-public personal data has to be protected.
Contractual Duties: Every agreement or contract our Company enters into implies duties and obligations which we shall fulfil at our highest level of professionalism.
Professional Secrecy: Our Company and its employees are bounded by its professional secrecy as a Swiss Asset and Wealth Management company, to protect client’s confidentiality at its highest level.
