When it comes to wealth management, our clients are demanding. Just like us.

Managing Complexity

Our experience is our strength. From managing proprietary assets as well as assets under administration, we have developed into an IT and outsourcing partner with unique know-how and expertise in over 20 years of company history. In addition to a targeted consulting approach for other wealth managers and client advisors, we offer our partners tailor-made packages including a cross-border option. As a FINMA-regulated investment firm, our core competencies also include investment advice and asset management for international private clients and family offices.

Tailor-made solutions for

Wealth managers

As an independent asset management company, we specialise in all your wealth management needs. Benefit from our experience and outsourcing solutions in the areas of IT, compliance risk management and more.

Private investors

We provide you with an objective view of all your investments. Take advantage of our independent and tailor-made solutions for your requirements in both the private and business environment.

Institutional investors

We keep an eye on the opportunities and risks on the financial markets for you and provide you with future-oriented solutions and services.

Client advisors

With our comprehensive infrastructure and broad network, we offer individual solutions for successful integration as an independent entrepreneur in the company.

Long-term partnerships are the key to our success. They constitute the very basis of our entrepreneurial thinking and actions.

Roman Neff, CEO

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