Wealth solutions.
Simply beautiful.

We help private clients manage their portfolios and find the right wealth solutions for their needs, from discretionary mandates, investment advisory and credit solutions to alternative asset classes, sustainable investments, life insurance, real estate and digital assets.

Our understanding of the complex investment landscape and suite of secure, convenient banking services keep our clients’ focus where it belongs: on their own lives and ambitions.

Discretionary Solutions
Advisory Solutions
Credit Solutions

It takes vision to create a company – and expertise to make it thrive. We help entrepreneurs pursue their vision and opportunities that will take them into the future.

In addition to strategic guidance, we offer corporate banking, credit solutions and access to other key services, including M&A advisory. As specialists in tailored financial packages for international trade, we pay particular attention to the active management of foreign exchange and interest rate risks.

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From corporates and pension funds to financial institutions and public sector administrations, we understand the distinct and complex needs of institutional investors.

We bring our clients years of experience in the primary Swiss franc bond, treasury and foreign exchange markets. Our specialists are always on hand to evaluate new bond issues, advise on investment strategies and deliver high-touch, innovative solutions.

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With independent investment advice in high demand, we know how important it is to be a reliable, responsive partner to external asset managers.

Our dedicated in-house team supports EAMs with market analysis, investment selection, legal advice and execution. With short reaction times and absolute transparency, we also help with back-office and IT services to ensure smooth day-to-day operations.

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