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Bespoke Swiss-based Value Managers

We manage investments for UHNW individuals and family offices providing them with global thinking, creative problem-solving and a trusted second opinion so that they can feel secure and confident watching their wealth grow

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We advise and consult
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We act in YOUR best interest
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We manage, optimize and develop
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We negotiate and deal with other banks
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Alternative investments

How we work

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Financial engineers

You do not listen to our advice. You get the job done by us
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Sparring partners

We will knock you down but will not let you make wrong financial choices
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Will not cheat

We charge a fixed fee and are obliged to disclose all partnership agreements
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Play by the rules

You can sleep well as we play by the rules controlled by the Swiss regulatory bodies
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Out of the box

We are not bound by any traditions or procedures except the rule of law and reason
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Bespoke

There are 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

benefits

For owners:

  • wealth growth
    Securing risk adjusted returns
  • second opinion
    Unbiased, independent and fair
  • bespoke service
    Adjusted to your needs, not to one's capacities

For CFOs:

  • global thinking
    Access to worldwide capital markets
  • comfort
    Clear and transparent explanation of your financial position
  • insights
    Institutional level research, off-market opportunities

Client profile

  • Ticket size:

    $5M - $100M
  • Distributed assets:

    from 1 to 50+ countries

Advantages

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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
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Not a broker

Brokers have an incentive to sell pre-defined products with higher commissions. We receive no commission
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Not a fund

Funds are selling products and have got an incentive to promote them. We provide a custom service

capabilities

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Liquid Asset Management

Your wealth management. Crafted for performance

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Non-liquid Asset Management

Your opportunities. Expertly enhanced

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Family Office

Your most cherished values. Perfectly orchestrated

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Alternative Investments

Your unique interests. Successfully connected

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