With over five decades of experience as a family-owned business, our firm is trusted by third-generation clients. We combine a long-standing legacy with cutting-edge technology and a deep understanding of the evolving financial landscape.

As a FINMA-licensed asset manager, we provide both bespoke wealth management solutions and innovative fund management through our own ManCo in Luxembourg, ensuring compliance and precision.

We have built long-lasting relationships by providing consistent, personalized service for each generation of clients. Our family business values and commitment to delivering tailored financial solutions ensure that we continue to serve our clients' needs through changing market conditions. Our multi-generational approach focuses on preserving and growing family wealth, ensuring continuity and peace of mind.

Being FINMA-licensed means that we meet the strict regulatory standards set by Switzerland’s financial authority, ensuring our clients benefit from the highest levels of security, transparency, and compliance. This licensing reflects our commitment to adhering to the best practices in asset management, giving clients confidence in the integrity and professionalism of our services.

Our ownership of a management company (ManCo) in Luxembourg gives us complete control over our fund management services. Luxembourg is a leading financial hub for fund distribution, and our ManCo status allows us to offer clients a broad range of UCITS-compliant investment funds, while maintaining flexibility, efficiency, and compliance with European financial regulations.

We offer personalized wealth management strategies tailored to each client’s financial goals, risk tolerance, and investment horizon. Our services include portfolio management, estate planning, and multi-asset class investment solutions. We specialize in creating custom strategies for high-net-worth individuals, families, and institutions, leveraging our deep market expertise.

We integrate cutting-edge technology, including AI-driven risk management and compliance tools, to provide real-time portfolio insights and optimize decision-making. Our proprietary platform enables seamless access to data, market trends, and investment strategies, giving clients a digital edge in managing their wealth effectively.

Our FINMA license in Switzerland, coupled with the ownership of our Luxembourg ManCo, ensures we are fully compliant with both Swiss and European financial regulations. We use advanced compliance tools and continuously monitor regulatory changes to ensure our clients' investments are protected and compliant with global standards.

Yes, we work with international clients, offering cross-border wealth management solutions. Our Luxembourg ManCo and international fund management capabilities allow us to offer globally diversified portfolios and investment strategies tailored to the unique needs of clients around the world.

We manage a range of investment funds, including equity, fixed income, and multi-asset strategies. Our Luxembourg-based ManCo enables us to offer UCITS-compliant funds, providing our clients with access to a broad spectrum of investment opportunities, while adhering to European regulatory standards.

To get started, simply contact our dedicated client services team for an initial consultation. We will assess your financial needs and goals and create a tailored wealth management plan that fits your requirements. We are committed to providing personalized, high-quality service from the very beginning.