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
We accumulate over the long-term performance of the assets under our management through our experience in the markets
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:
Family Office - Real Estate - Financing
Depending on your needs, we can assist you with specific wealth management issues:
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.