We are an independent and Swiss Registered Investment Advisor serving qualified private and institutional clients internationally. Our independence allows us to offer a wide range of products and solutions, ensuring no conflicts of interests. Our business model is to develop long-term relationships with like-minded business partners including banks, specialists, consultants and fund managers such that we can offer our clients a truly broad spectrum, yet tailored solution in line with their risk-return wishes.

We are entrepreneurs at heart encouraged by the Information Age and excited by the financial services industry. We choose to operate through trusted partnerships. Our obsession is continuous innovation. We will not be satisfied until the end product is perfect, sensible and sustainable. We want to encourage and educate people to invest wisely by being in control of their investment decisions. We aspire to keep our clients informed of each and every step within the investment cycle.

We are based in the heart of Europe, Zurich Switzerland, which offers a favourable tax climate, political stability, a liberal and multilingual labour market, outstanding educational and research institutions as well as excellent transport links worldwide.  Zurich consistently beats many of the planet’s biggest and best known cities as one of the world’s top cities with regards to the quality of life available to its citizens.