FAMILY OFFICE

Our family office services are based on long-term relationships and a deep understanding of what matters most to you.
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We simplify your banking experience by managing your day-to-day banking needs

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We create oversight through consolidated asset and liability reporting

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We help you structure your private wealth to preserve it for the next generations e.g., trusts, foundations, etc.

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Family governance: inclusion of next generation

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We help you in all areas of your family wealth e.g., luxury assets, family homes, etc.

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We structure your affairs to include your philanthropic commitments

ADVISORY

Our advisory solutions focus on quality and sustainability: a key consideration in our investment approach.
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Classical asset allocation advice

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Focus on quality and sustainability

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Liquid investments: cash, bonds, equities, ETFs, mutual funds

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Illiquid investments: hedge funds, boutique investment funds and private market deals

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Precious metals

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Structured products

MANDATES

We offer flexible, tailor-made discretionary portfolio management solutions to achieve your specific needs and objectives. We have a superior track record in various market environments.
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We offer Multi-Asset-Class Solutions (MACS) and Single-Asset-Class Solutions (SACS)

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Think across all asset-classes

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Generate attractive long-term returns

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In-depth, independent company analysis

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Making decisions independently of benchmarks

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Countercyclical decisions and unconventional ideas

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Systematic risk management