Values
- Individuality and Trust
- Competence and Experience
- Independence and Neutrality
- Solidity and Discretion
- Transparence and Predictability
Individuality and Trust
Individuality and mutual trust are the foundation pillars of our personalized services.
In this context we strive to build long-lasting personal relationships that constitute the basis for the continuous monitoring and adaption of your tailor-made investment strategy.
Competence and Experience
Independence and Neutrality
Independent assessment and a neutral approach to investment analysis and selection are a key factor in creating maximum of value for our clients.
In this context we interact efficiently with our client’s custodian banks, fiduciaries, legal and tax advisors.
Solidity and Discretion
We put the interests of our clients first and all our actions respect the highest Swiss standard of professional conduct.
Our client's Swiss custodian banks are subject to the Swiss banking secrecy and the regulatory supervision of the Swiss Financial Market Supervisory Authority (FINMA).
We furthermore require that our client's foreign custodian banks are subject to an equivalent prudential supervision.