Wealth management

We operate responsibly and implement your individual investment strategy with a future-oriented approach.

A discretionary mandate is a suitable solution if you wish to delegate all investment decisions to us. We will consider your objectives in terms of reference currency, security, performance, and liquidity. Also, we plan with flexibility, as your environment may change at any time.

  • Delegate investment decisions for less responsibility
  • Your assets are actively managed
  • Best-in-class products and bespoke solutions
  • Systematic portfolio monitoring and risk control
  • Enjoy more independence and free time by delegating time-consuming tasks

Our strategies range from defensive to dynamic

Our diverse investment solutions allow for a variety of asset management options to meet both your risk profile and your expected returns.

Let us start with a personal conversation. So that we can set the course together.

Do you prefer making your own decisions?

To advisory mandate

Find out more about our philosophy.

To philosophy
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