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Services

Investment counselling for private clients

You want to manage your assets yourself? We assist you within the framework of our advisory contract with well-founded recommendations tailored to your needs and requirements. 

Discretionary portfolio management

You have decided to entrust a professional asset manager with the management of your financial assets or part of them? As an independent portfolio manager we work together with the bank(s) of your choice on the basis of an asset management contract.

Asset and estate planning

First-rate connections and relationships grown over years with specialists of the insurance sector, with chartered accountants and lawyers as well as with experts from the trust business enable us to offer you in any situation a solution that is fine-tuned to your needs and objectives.