Is This Solution Right for You?
Ideal For
- •Sophisticated investors seeking diversification
- •Those with longer investment horizons
- •Investors comfortable with illiquidity
- •Portfolio values from CHF 1M+
Investment Range
CHF 1M
Typical minimum to maximize benefits
Time Horizon
7-10 years
Recommended investment period
Expected Outcome
Enhanced returns and reduced portfolio volatility through uncorrelated assets
Are you seeking returns beyond public markets?
Access unique asset classes while benefiting from our selection expertise and a cost structure optimised for your interests.
- Private equity & venture capital
- Real estate & infrastructure
- Hedge funds & absolute return
- Private credit
"The best opportunities are often found where others cannot easily access them."
Ricardo Castillo
Head of Investments
Why Choose Our Approach
What sets our solution apart in the market
Institutional Access
Access to funds typically requiring $10M+ minimums through our aggregated platform
Rigorous Due Diligence
Extensive manager vetting process with ongoing monitoring and risk assessment
Top-Quartile Managers
Focus on managers with proven track records and consistent top-quartile performance
What's Included
Every wealth management mandate includes these comprehensive services
Portfolio Management
Active management of your investment portfolio with regular rebalancing
Wealth Planning
Comprehensive financial planning tailored to your life goals
Tax Optimization
Strategic tax planning to maximize your wealth preservation
Estate & Succession Planning
Secure wealth transfer to future generations
Retirement Planning
Pillar optimization and pension strategy
Dedicated Relationship Manager
Personal advisor available for consultations
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
Quick Suitability Check
Good Fit If You:
- You can commit capital for 7-10 years
- You understand and accept illiquidity risk
- You seek diversification beyond public markets
- Your total portfolio exceeds CHF 5M
May Not Be Ideal If:
- You may need access to funds within 5 years
- You prefer daily liquidity and pricing
- Portfolio under CHF 2M
- Low risk tolerance
Not sure? Let's discuss your specific situation.
