We assist individuals in developing and implementing an investment strategy tailored to their individual needs and their risk profile. Our range of services in the field of asset management includes:
Specific investing and managing your portfolio through selected independent asset managers.
Choosing a custodian bank according to your needs.
Representing your interests with the bank.
In order to preserve our independence, we do not offer our own financial products and rely on a transparent fee model without conflicts of interest.
We support individuals and businesses with a wide range of fiduciary services for business management and administrative tasks.
For those seeking more comprehensive financial planning, we provide expert assistance in managing budgets, accounting and a variety of other transactions to provide a high level of awareness and service.
As an independent escrow agent, we offer services for safekeeping of assets, documents or data carriers. Our expertise guarantees security and efficient processes on attractive terms. We are compliant with the EU General Data Protection Regulation (GDPR).
We'll advise and accompany you when you take up residence in Switzerland. Thanks to our many years of experience with local authorities, you'll benefit from advantageous framework conditions. We know what matters, so that you feel comfortable in Switzerland and at your new place of residence.
We would be happy to advise you over a personal conversation on the subject of asset management. Call us to make an appointment.