Who Are We

We are a global wealth management business head quartered in Geneva, Switzerland, independently owned and managed.  Our clients benefit from access to our global network of leading financial institutions, senior investment bankers, asset managers and leading investment specialists.

We offer impartial advice to wealthy individuals, family offices and institutions from around the world.  We provide a complete solution to our clients across three core services areas:

 

“Our vision”

Our vision is to become the world leading wealth management business, distinguished for our expertise in wealth structuring and managing investments and most valued for our independent our advice, innovation and execution.

“Our mission”

To create an Impartial market place of financial products and services, everyday benefiting clients from our knowledge, independence and insight and to preserve and develop wealth for generations.