OUR SERVICE
Service expertise
We prioritise a clear understanding of your wealth needs, keeping them at the heart of everything we do. Through a holistic, forward-thinking and adaptable approach, we partner with you to grow, protect and sustain your wealth for lasting stability across generations.
Our expertise spans both public and private markets, always placing your interests and risk appetite at the heart of our investment process.
We go a step further by aligning with our investors in private markets, where our partners invest alongside you. We use an open-architecture model which allows us to collaborate with leading banks, institutions and specialist providers. This means we can access the best solutions and strategies for you and your specific needs.
OUR SERVICE
Investment services
We provide access to a broad range of investment opportunities designed to protect, grow, and diversify wealth. From public listed investments, structured investment solutions (OTC derivatives, or structured products), and actively managed certificates, to alternative opportunities such as Real Estate (development, buy-to-rent, and Asset backed loans) and private equity, we provide solutions tailored to your unique goals.
Our aim is to bring simplicity and transparency to all investments, even non-listed securities. Through our Luxembourg Securitization company, we transform complex transactions into standardized, tradable, transferable and bookable ones.
We look to the long-term, with comprehensive multi-generational planning. Supporting you with family governance and succession strategies, we ensure your portfolio is positioned to support your legacy and values for generations to come.
Protect, grow, and diversify your wealth
HOW WE WORK
Primary advisor and trusted partner
We co-ordinate every aspect of your wealth strategy, from investment management and portfolio oversight to long-term planning and governance.
And while we manage the complexities, our service is designed so you always remain fully in control of your assets. Not only by confirming your risk tolerance and investment objectives, but also through you maintaining sole control over any money movements.
Only you can authorise transfers from your accounts. For security and transparency, your accounts remain in your name (or name of the designated entity such as a Company or Trust) and all transactions are executed directly through your chosen custodian bank.
You stay in control
We advise you; you instruct us. Your accounts stay in your name, always with full transparency.
Safe and regulated
We are regulated and licensed by FINMA, the Swiss financial regulator and fully compliant with standards.
Effortless engagement
We are regulated and licensed by FINMA, the Swiss financial regulator and fully compliant with standards.
Choice of banks
You benefit from our relationships with top-tier banks like UBS, HSBC, Mirabaud, J. Safra Sarasin, UBP, BCGE (Banque Cantonal de Geneve) and CIM.
Better insights
Working with many institutions gives us a wider view of the markets and sharper investment research. Better insights mean a better service.
HOW WE WORK
Partnering with the best custodians
