How we are different

We combine the traditional notion of a full-service Swiss regulated financial group, with that of a conflict-free, independent local advisory firm.

Our mission is to provide our clients access to first rate institutional investment management solutions.

Our value proposition is built on three pillars:

Platform
We manage our platform by actively eradicating conflicts of interest; our advisors have no sales targets and remain free to select products and services based purely on client needs.

Culture
Our culture is born out of our client-centric mission: an ongoing quest for improving the value we deliver to our customers.

Wealth management approach
We offer our individual clients the same level of sophistication of advice as we do our institutional clients.