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Securing risk adjusted returns
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Adjusted to your needs
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Clear and transparent statements & reporting
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Unbiased, independet and fair
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Access to global capital markets
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Institutional level research, off-market opportunities

Bespoke Swiss-based Wealth Managers

We manage investments for UHNW individuals and family offices providing them with global thinking, creative & secure solutions plus trusted second opinions so that they can be confident about their wealth

learn more …

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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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