Our Company
- Wealth Management company founded in 1984
- Solely owned by the Founding Partners
- Among the largest independent wealth managers in Switzerland
- Multi-family office
- More than 30 professionals at your service
- Broad selection of custodian banks
- Offices in Zurich and Geneva
- Licensed by the Swiss Financial Market Supervisory Authority (FINMA)
- Monitored by Supervisory Organisation AOOS - Schweizerische Aktiengesellschaft für Aufsicht
- Member of Alliance of Swiss Wealth Managers (ASWM)
- Auditor: BDO SA (Switzerland) / PricewaterhouseCoopers SA (Switzerland)