Who we are

Designers of your financial well-being. Value engineers.

Think of us as your one-stop provider of financial stability and growth, a true management company.

We are an investment boutique with a focus on entrepreneurs and their wealth management needs.

As a team of Swiss based experts, we bring together decades of international investment banking and asset management experience as well as an extensive network of trusted partners across the financial world, providing you with an integrated approach through excellence in a wide-range of services. From wealth planning to accessing opportunities not available in the listed market (private equity and debt, real estate), investment strategies, family office and multi-asset management, we submit our multiple perspectives to a single goal: your financial well-being.

We are value engineers to differentiate from banks and financial advisors: we support you with an integrated advisory service for your financial and operational assets performance.

A dedicated partner, offering you what we believe to be the greatest asset of life: having the time, complete control, confidence and freedom to truly enjoy your wealth.


Transparency and trust are at the heart of everything we do.

We are an agile business.

We build our business around your needs.

We help you focus on your business with a peace of mind that your money is working for you.

We are independent of any bank or fund.

We choose from more than 10 of them to get the best deal for you.

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