Investment counselling for private clients
You want to manage your assets yourself? And you wish to enjoy professional advice and ongoing assistance taking account of your interests, wants and needs with focus on internationality? Within the framework of our advisory contract we assist you with well-founded recommendations exactly tailored thereto.
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 one or more banks of your choice on the basis of an asset management contract mapped with you.
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.