We are seasoned investment professionals bringing together extensive experience and best practices in family office, wealth management, venture capital, and mergers & acquisitions.

​We only perform holistic solutions for private individuals, their families, investment entities, and related corporations.

We stand for traditional financial values and provide solutions to suit the requirements of today and tomorrow.

​Home based in Switzerland, we offer a global coverage in numerous jurisdictions and our extensive network of partners.

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Family office services
We are a focal point for our clients’ financial requirements. Each family is unique in its aspirations and needs that span beyond their portfolio of bankable assets.

Our Family Office Services address each family’s objectives, needs and aspirations. The goal is to help our clients plan for the future by protecting and growing their assets.​

​Advisory investments
We offer intelligent, high-conviction advisory investment ideas to complement our portfolio management services. In this approach our clients participate in the investment implementation process.

This service offers privileged access to private market transactions, real estate and venture capital opportunities usually not accessible even to the most sophisticated investors.

​Discretionary management
Allowing clients to delegate the management of their wealth to an experienced team.

After an in-depth review with each client, we agree on a long-term strategy that reflects the client’s investment objectives and sensitivity to risk.

Our Discretionary portfolios are unique to the client.