As a wealth manager servicing a unique clientele, we acknowledge that there is no single path to wealth preservation and prosperity. We specialise in creating bespoke solutions tailored to our clients' individual ambitions.
We set ourselves apart by sourcing private equity opportunities and offering a range of in-house funds designed to meet our clients' needs in changing market conditions.
Our internationally diverse team of experienced advisors and analysts benefit from a global network, allowing us to source unique investment opportunities.
Our journey started as a family office business. It began with a single client searching for a personalised solution to find stability and continuity amidst a changing world.
Once our concept was validated, we embarked on institutionalising our organisation, welcoming new clients and expanding our investments into alternative asset classes such as private equity.
We performed admirably during the Global Financial Crisis. As a result, we adapted our model and prioritised bottom-up allocation and in-house management.
We significantly overhauled our systems and processes, established a new office space, and assembled a dedicated team. Our objective became to deliver an even more personalised offering to private clients.
Having successfully navigated challenging market conditions over the last two decades, we pride ourselves in delivering stability and excellence to our clients.
Experienced professionals
Selected private clients
Years of history
Offices in Zurich, Stockholm and New York
Asset under management (CHF)
In-house funds
