Wealth Management

Wealth management is our foundation offer, and for many clients the access point to our full range of services. Wealthy clients across Switzerland, Monaco, the EU, Africa, and the Middle East choose us for the independent research, direct access to expert perspectives, and collaborative relationship we offer. Together, we help entrepreneurial wealth creators and inheritors to plan and structure their wealth, direct their banking relationships and manage discretionary and advisory portfolios.

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Wealth protection and value creation - The best of both worlds

Our approach to private equity focuses on the twin goals of creating value for our clients and having a positive social and environmental impact. This unique and deeply personal lens on private equity takes in investment opportunities in key areas such as education and sustainable agriculture, as well as club deals and the selection of third-party funds.

Our private equity investment all provide complete transparency and track an investment’s development at every step. We believe that good corporate governanceis vital not just for society, but as a way of creating long-term business value too.

From investing in entrepreneurial businesses to opportunities in club deals and third-part private equity funds – every opportunity we offer has been looked at through our unique, long-term lens to ensure it can create the opportunity to invest without limits.

A client-focused APPROACH

Our dedicate team are focused on finding, assessing and managing structured products for both private andinstitutional clients. Technically expert and driven to compete, we manage structured products for the lifetime of our clients ownership, looking far beyond the initial sale. This unusually long-term view is in contrast to many of our competitors and a distinct advantage to our clients.

Structured products are technical and complex, but we don’t believe that this complexity should limit your ability to invest if the opportunity is right. Our combination of specialist expertise and client-focused approachdeliver a unique mix of investment banking and wealth management – the best of both worlds. Good service and the human touch are part of our strong wealth management heritage, but we never let tradition hold us back.

Technology is a vital part the success of our approach to structured products. We see the manual tools used by many as simply barriers to good client service. Our automated in-house platform delivers transparency at the click of a button allowing our team to focus on you.

Wealth protection and value creation - The best of both worlds

We know how essential relationships are to private clients. And just like any good relationship, we build ours on trust. We want clients to trust our structure, trust our thinking, and trust us to listen to what they tell us.

As a pure wealth manager, our clients can trust us to be focused on creating real value. Because we focus on managing investments, clients can decide between relying on their own existing banking relationship or taking advantage of our strong connections with banks and our ability to transparently pass on competitively discounted fees. Whatever you choose, we are ready to help you make the most of your banking relationship.

Because we listen and understand, we are good at tailoring our services to suit each individual client. For some we are a family office, and for others with an existing family office structure in place we provide the specialist wealth management they need.

Good performance is a vital part of our offer, and we aim for this over a realistic, long-term timeframe. Quick wins and short-term gains can be tempting for wealth managers looking to their own retirement, but our youthful team are able to tune out the short-term noise around investing.

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Wealth management

  • Transparent fees
  • Less admin and a clear view
  • Tailored services
  • Focused on good long-term performance