Based in Zurich, Switzerland, our team brings many years of experience in all facets of banking and investments. Especially skilled in building and managing globally diversified investment portfolios our team is, more importantly, skilled in quality client focused service and solutions. We are not interested in “quick-fix” engagements with clients but rather in long term partnerships built on mutual trust and cooperation.
Working with a “Global Macro” investment strategy, we take a world view on investments. Our investments typically have a moderate risk exposure as we optimize the risk/return profile by broadly diversifying the investments of our clients. Our strategic asset allocation is carefully planned and flexible, allowing for response to today’s challenging and often volatile market environment. We are by nature conservative long term investors with a goal of wealth protection and steady growth. We are by design active and opportunistic in order to meet today’s global investment challenges.
As a truly independent advisor we depend on quality strategic partners that can support the work undertaken for our clients. Among these are legal and accounting experts as well as a number of highly reputable Swiss private banks that act as custodians for our clients’ assets. Conservative in nature and among the best capitalized financial institutions, these banks avoid the risky businesses others may pursue in order to focus on their role as safe custodian. Our clients enjoy excellent service and benefit from a cumulative industry know-how gained from hundreds of years of private banking. With the support of our partners we are able to be a solutions provider that guides clients from concept to realization of their goals.