The Great Minster Church in Zurich on the River Limmat

Independence

As an independent asset manager, our only duty is to our clients. We always make every effort to find the best solutions to our clients’ needs. Independence means that we are not under any contractual obligation to sell any financial products and structured vehicles of third parties. In the management of clients’ funds entrusted to our care, we represent only the interests of our clients. The assets continue to remain deposited with the banking institutions of our clients.

Individuality

We do not strive for standardised solutions. We provide each client with individual asset management services and thus build up a tailor-made portfolio. By means of dynamic structuring methods, we match investment strategies to the requirements of our clients together in mutual discussions. These remain our focus at all times.

Trust

We guarantee our clients that we comply with all statutory and regulatory requirements. We foster honest and straightforward communication. We are proud of the fact that many clients have placed confidence in our business over several generations – that is our track record of achievement.

Location

We are a Swiss family business LLC with corporate domicile (registered office) in Kuesnacht, Canton Zurich, Switzerland. Switzerland is characterised by political, economic and legal stability. This location ensures our national and international clientele access to a professional financial network.

Strategy

Our investment policy is directed solely towards investment vehicles that are comprehensible and transparent to our clientele. The investment strategy pursues sustainable and long-term value growth. Short-term ‘day-trading’ is not part of our philosophy.

Experience

Our many years of professional experience and our establishment on the Zurich financial market guarantee our clientele the continuity and professionalism of our asset management services. We entertain an extensive contact network of banking institutions, law firms and financial specialists, and these enable us to provide our clientele with solutions that far exceed the understanding of traditional asset management activities.

Charges

Our charges are transparent and are constructed on the basis of a binding price list. We deem a fair and understandable fee structure an indispensible basis for long-term mutual collaborative activities.