Your Wealth is not just numbers. Your wealth tells your story, values, hopes and vision for the future. Our mission is to spend time with you to listen and understand that vision, then create actionable strategies for your assets.
If you are an Independent Asset Manager and need to provide your Clients with services that are fast and with strong confidentiality, we are here for you. We can offer our full spectrum of back office and advisory services for you and your Clients worldwide. We are a specialised financial services provider with over 200 years of experience in serving asset managers, banks and family offices.
As a family-led business, we understand how important it is to have someone who understands you—someone who has been there and done that. We have started businesses from scratch, and we have faced challenges and questions.
When you collaborate with us, you have an ally on your side who gets what you are going through—and accompanies you on your journey.
We understand that investment needs are different and we tailor our services to match those. We established 4 booking centres in 4 cities: Geneva, Luxembourg, Dubai and Montreal. Each booking centre is supported by a specific team of professionals who work closely with each other when needed, allowing for a broader and more global footprint.
We help you deepen relationships with your clients, providing personalised services that meet the needs of your clients, from managing their assets to providing them with expert advice.