Your Wealth is not just numbers, it tells your story, values, hopes and vision for the future. Our mission is to take the time to listen and understand you in order to create concrete strategies for your assets.
Our core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes discretionary management, advisory services and wealth planning for our clients' private and professional wealth.
We work with clients who want their assets to add value to their lives and the lives of others. Our approach is one that focuses on generating sustainable income, preserving and growing capital, managing risk and maintaining liquidity while respecting a client’s goals, objectives, values and time horizons.
Two centuries of experience in wealth management and investment.
Spread over 4 continents, 10 countries and 16 offices.
Trends in assets under management over the past 20 years reflect stable and steady growth.
*Amount in Swiss francs as at 31 December 2022
A capital ratio well above the regulatory requirements reflects our robustness.
*Data as at 31 December 2022