Tailor Made Strategies
As a Zurich based Wealth Manager, we work with our clients to build the right strategy, helping them meet their goals – from building a simple, clear and holistic financial plan to providing the right execution platform for complex investment scenarios.
We harness the latest fintech in combination with a deep understanding of the financial industry to grow our clients’ portfolios and generate alpha.
We provide personalized attention and an agile approach to trump even the big firm results.
Member of OSIF and meets the conditions of the organization according to the Swiss Securities Authority FINMA.
Audited by the international accounting firm Grant Thornton.
Insured by Allianz Insurance Company for the protection of its clients.
The company is obligated by the Swiss Banking Secrecy law to maintain the confidentiality of the banking details of its clients.