Our values
Independent by nature.
As independent wealth managers since 1999, independence is part of our DNA. This is the essential difference between a private banker and an independent wealth manager. We are free from any commercial constraints and have the ability to express and implement our convictions and defend your interests to the best of our ability.
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Experts by necessity.
Today's world is increasingly complex and is evolving fast. So are the needs of our clients. Whether it is investing, financing, wealth planning or tax related questions, it has never been so important to be surrounded by the best specialists. Our expertise and our network of specialists enable us to leverage research and to offer the best technical solutions
Transparent by choice.
We are convinced that transparency is the cornerstone of any trust-based relationship that lasts from generation to generation. Your investment holdings are deposited in the bank (or banks) or your choice where you keep full control of your assets. We document our investment process and favour transparent instruments to make your portfolio as clear as possible.
SOME OF OUR PARTNERS
