Independent Swiss asset managers, since 1982
Our approach: customisation and coherency
Depending on your situation, we are able to assist you with all the asset-related issues you may face. We have a pragmatic vision as asset managers, used to listening to our clients and adapting to their needs.
General overview of wealth
Asset management
We accumulate over the long-term performance of the assets under our management through our experience in the markets
- Our DNA:
- We focus on the long-term performance of your assets, within the framework set by your objectives and requirements
- No given structural constraints, we adapt to your needs and the realities of the markets
- Investments based on financial analysis of securities and their monitoring
- Transparent reporting of investments and costs
- Personalized and lasting relationship with your asset manager
Occupational pension fund planning
Manage your pension according to your needs to optimise your asset and tax situation
In Switzerland, occupational pensions are part of your assets, and there are tax advantages to setting them up. For executives and managers, it is important to understand these mechanisms, and to optimise them when possible:
- Individual solutions: managed vested benefits accounts
- Professional solutions: 1E plans for your executives, or tailor-made plan solutions
We advise and manage pension solutions, with our DNA as an independent manager and a solid knowledge of pension planning.
If you are interested, please contact our manager, who is a pension specialist
Family Office - Real Estate - Financing
Depending on your needs, we can assist you with specific wealth management issues:
- Family Office
- Administrative
- Property management
- Estate planning management
- Asset structuring
- Financing advice
In all these areas, we have developed solutions in-house or in partnership with our network of specialists.
These solutions are tailored to your needs, while remaining consistent with your overall wealth situation.