Private wealth management

Tailored support

In a constantly evolving financial environment, wealth management can only be effective with a truly personalized approach. Every client has a unique financial situation, life goals, and risk tolerance.

Tailored support

That’s why tailored support is the key to a truly effective and sustainable wealth management strategy. From the very first discussions, a relationship of trust is established, and together we define a clear vision of your short-, medium-, and long-term goals.

Long-term vision

Building, growing, and passing on wealth takes time and a well-thought-out strategy. That’s why we adopt a long-term approach, taking into account your life goals, your overall financial situation, and market developments. This sustainable vision allows you to navigate economic cycles with confidence and seize opportunities at the right moment. Because lasting wealth is not built in haste, but with consistency and foresight.

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13 years

average mandate duration

+100%

cumulative performance of the portfolios over the past 15 years

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Asset management

Wealth management goes far beyond financial investments. It involves structuring, optimizing, and growing your overall assets in line with your personal, family, and professional goals. Whether you’re preparing for retirement, financing a project, or planning to pass on your wealth to the next generation, every decision deserves a tailored approach.

Frequently asked questions

From CHF 200,000 for individualized management and optimized fees. Let’s talk about it.

Up to 1%, with a tiered fee structure based on assets under management.

Yes, all investments are liquid.

Yes, with no minimum commitment period.

You have online access to a personalized dashboard, updated monthly or upon request.

Contact us for a personal discussion