How we work
You don`t listen to our advice. You get the job done by us
We will knock you down but won`t let you make wrong financial choices
We charge a fixed fee and are obliged to disclose all partnership agreements
Play by the rules
You can sleep well as we play by the rules controlled by the Swiss regulatory bodies
Out of the box
We are not bound by any traditions or procedures except the rule of law and reason
There's no templates or shortcuts when it comes to financial greatness. We don't bind you to any procedures but make our processes and people serve your unique needs
wealth growthSecuring risk adjusted returns
second opinionUnbiased, independent and fair
bespoke serviceAdjusted to your needs, not to one's capacities
global thinkingAccess to worldwide capital markets
comfortClear and transparent explanation of your financial position
insightsInstitutional level research, off-market opportunities
Ticket size:$5M - $100M
Distributed assets:from 1 to 50+ countries
Not a bank
Banks work by standard procedures and can't impact your finances' structure. We work on your side of the table, restructure your business and make decisions.
Not a broker
Brokers have an incentive to sell pre-defined products with higher commissions. We receive no commission.
Not a fund
Funds are selling products and have got an incentive to promote them. We provide a custom service.