Your values are always of central importance to us.

Our system of trust and values is based upon this fact. Building on this common foundation, we attend to your needs personally and independently. We create a customized, individual portfolio management approach for you, applying empathy and our professional and methodological expertise. Thanks to our clearly structured and understandable service procedures, you are always assured of having matters handled the way you envisage.


We belong to the Swiss Association of Asset Managers (SAAM), an association of independent asset managers committed to professional and reputable asset management. As such, we guarantee you portfolio management that complies with strict standards and rules of quality, professionalism and ethics.


As an autonomous financial consulting firm, we have access to all categories of investments, so we can optimally increase the value created by your investment. In addition, we offer you added value with our qualitative network of recognized specialists in the financial and asset-management sector.