Multi-generational wealth, stewarded with Swiss precision.
Discretionary and advisory portfolios, family office services, philanthropy and estate structuring for high-net-worth clients.
Overview
Our wealth managers construct bespoke portfolios across public and private markets, aligned to your risk profile, tax residency and legacy goals. Every mandate is overseen by a dedicated investment committee.
Discretionary Portfolios
Fully managed mandates across global asset classes.
- Bespoke IPS per client
- Global equities & fixed income
- Alternative allocations
Advisory Mandates
You decide; we research, recommend and execute.
- Weekly investment views
- Direct advisor access
- Institutional research
Private Markets
Access to private equity, venture and real assets.
- PE & VC feeder funds
- Direct co-investments
- Real estate & infrastructure
Estate & Trust
Trusts, foundations and cross-border succession planning.
- Swiss & offshore trusts
- Charitable foundations
- Succession structuring
Family Office
Consolidated reporting, governance and next-gen education.
- Multi-bank aggregation
- Governance frameworks
- Next-generation programs
Risk & Insurance
Kidnap-ransom, art, aviation and portfolio hedging.
- Bespoke insurance
- Portfolio hedging
- Cyber & K&R cover
Open a private account
Begin your relationship with a dedicated Swiss advisor. Onboarding typically completes within 3–5 business days.