The small but subtle
difference
Your personal asset and investment advisor
Our Philosophy
Just to make it perfectly clear: we are not a bank! And this brings you impressive benefits, above all in the fields of investment consultancy/asset consultancy: We are absolutely independent and not subject to any buying or selling pressures. This means the best financial products can be freely selected. Individuality, discretion and flexibility are our paramount criteria.
To make it short: you choose the bank to which you wish to entrust your money, we manage your assets. Upon request, we can monitor all transactions and consolidate the various securities accounts. Be demanding – for you we commit professionalism and efficiency.
«Those who remain on the coast cannot discover new oceans»
Fernando Magellan (1480-1521)
The Figures
Exceptional results
150+
years of collective experience
300+
satisfied costumers
11
loyal partners & employees