When you put your assets in the hands of strangers, you are placing your trust in them. We take this trust seriously. We do everything we can to ensure you feel you are in the best hands with us.
Learn moreWe offer our clients and their families a full range of support in all investment and financial matters. We focus on the relationship with our client and are keenly aware of the importance of providing personal and ongoing support. Because the partners have unlimited liability, responsibility and reliability are their watchwords.
As genuine private bankers, we make sure we follow our family values when it comes to our clients. Since we were established in 1996 we have been acting in our family name in the interests of our clients.
Our owners are also active within the company. As we are independent, we can always act in the interest of our clients. Sales targets are alien to us.
Because the partners’ liability is unlimited, they are particularly risk-conscious and act with the greatest prudence. This is what our stability and continuity is based on.
Wealth is personal. That is why we always customise our solutions to our clients’ needs.
The trade conflict instigated by Donald Trump has led to sharp falls on the international stock markets – including in Switzerland. This development has meant that most of the stock market gains of the last 12 months have been lost again.
Since the beginning of the year, market breadth has increased noticeably both regionally and at index level – a sign of broader participation in the upswing. The dominance of the large US technology companies thus appears to have been broken.
2024 will go down in the history books as an above-average year for equities. Much will depend on political decisions next year, not only on the new US government but also on the reactions of Europe and China.
«We are convinced that wealth can best be preserved and increased over generations with integral asset management.»
partner with unlimited liability