Our Model
Advice on choosing a suitable strategy for managing your wealth and family affairs.
Truly independent wealth management, although fully integrated into a Swiss family financial group driven by experts specialized in asset management, multi-family office, financial planning, and professional pensions.
Performance, an integral part of our DNA, aims to create long-term value through our investment strategies and cost transparency.
Negotiated pricing, with full transparency, with each of our banking partners – such as Banque Eric Sturdza SA, a banking pillar of our key shareholder – to offer our clients the best possible financial conditions combined with high-quality services.
A holistic approach to wealth through a combination of high expertise and responsibility to innovate, challenge the status quo, explore new opportunities, and create dedicated and bespoke solutions.
