Growing my wealth
Increasing your wealth is something that should be done throughout your lifetime. To help you, we offer bespoke investments solutions tailored to your financial and personal objectives. Whether you need tax optimisation, asset consolidation, family-inclusive strategies or simply to diversify your investments, our specialists offer a holistic service that will protect and enhance the value of your wealth over the long term.
Wealth management
When you trust us to manage your personal fortune, our renowned expertise is put to work for you through our highly personalised approach. We consider your family, professional and tax circumstances to design strategies that closely meet your requirements. We commit to preserving and growing your assets over the long term by actively managing investments and harnessing ESG solutions.
We offer different formulas, either fully managed by us or using a teamwork approach between you and your advisor. Once we have a strategy tailored to your objectives, we can add in positive-impact investments and other innovative options aligned with today’s rapidly changing world and its challenges.
Diversified investments
To diversify your investments, we offer a wide range of innovative and exclusive funds. And because we’re independent, we have the freedom to go and locate unique opportunities for you, often outside traditional markets. Together, we can define a diversified portfolio that is consistent with your financial roadmap and risk profile.
Our investment philosophy is centred on identifying emerging themes and high-growth sectors. Whether it’s specialist funds, alternative strategies or thematic investments, particularly in real estate, our specialists can help you choose the best strategies that will enable your portfolio to flourish.
Tax optimisation
We can advise you on finding and implementing solutions tailored to your personal circumstances, wherever you or your assets may be located. With expertise spanning Switzerland and global markets, our specialists can assist you in increasing your tax efficiency in every season of your life. We furthermore work with global partners to provide tailor-made solutions.
By analysing your current situation and future objectives, we identify the relief mechanisms best suited to your circumstances. From asset structuring to transferring wealth to the next generation, we ensure that each solution will meet your requirements and comply at all times with the legislation as it evolves.
Family office services
We’re here for you – and we’re here for your family to help manage and steward your shared wealth. From multi-jurisdictional banking coordination to investment strategy development, we provide the expertise to enable you to focus on your day-to-day priorities, safe in the knowledge that your assets are being managed efficiently and with complete discretion.
We work closely with our business partners and draw on our cross-disciplinary expertise to implement a comprehensive blueprint that incorporates your financial assets, real estate and even your works of art. We’re forward-thinking in our approach, tailoring our family office services to the specific long-term goals of wealthy families.
Asset consolidation
Obtain a clear, precise overview of your assets and liabilities, even if held with multiple banks. Our consolidation tools provide our clients with customised reports and comprehensive administrative procedure support, ensuring discretion and optimal results.
Our system provides an integrated, secure solution that consolidates all your assets, regardless of which bank holds them. We also offer you innovative digital tools to view and analyse your assets in real time, giving you full control over your finances.
Family strategies and inheritances
Prepare for your family’s future with a well-considered, appropriate estate plan. Our specialists are on hand to determine your wishes, organise your estate and safeguard your family assets. We analyse your marital and family circumstances to identify sustainable solutions that align with your values.
We can assist you in averting potential issues and help provide a seamless transition between generations. Our advice factors in your philanthropic objectives, family aspirations and the requirements of each family member – in accordance with legal and tax frameworks.
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Advisory mandate
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
