Good advice begins with an open conversation

Our services

Whether as an investor, an entrepreneur or a private individual, you want to make the right decisions today and for the future. We are here to support you. We build bridges between your business, family and personal needs – and the solutions that are best for you.Trust has a lot to do with honesty.



That‘s why transparency is important to us. Not only in each and every investment, but also in our support and pricing model. We would love to discuss with you which model best suits you and your needs. Simply contact us – we look forward to hearing from you.


Banking

Your banking transactions should be effortless and easy. Whether that is through a securities, cash, multi-currency or custody account.

Investing

Volatile markets require individual investment solutions. You can choose to determine the underlying strategy with us and then leave the work of managing your assets to our experts. We manage your assets across all banks that hold them. If you prefer to actively manage your assets, we will provide you with professional advice.

Our investment philosophy rests on clearly defined pillars:

  • We believe in the power of asset allocation and of compounding. This means that we focus on the right level of diversification and risk-adjusted return.
  • We are an active investor, of different asset classes, of the agreed risk budget and of your overall management fees.
  • We believe in impact investing and sustainability.

Planning

Good planning is vital, but does not have to be complicated. We support you across the financial planning lifecycle, from the assessment of your current position to succession.

Lending

We provide you with efficient access to liquidity to fund your ambitions. That includes not just capital but also advice and support, from analyzing your project to finding the right financing solution for you; from lending against your portfolio to financing your real assets.