01
Wealth management
Discretionary mandates with a defined risk budget, strategic allocation and ongoing oversight.
Learn moreIndependent wealth management · Zurich
Preserve wealth. Create value. Shape the future.
Independent wealth management and investment solutions for private individuals, entrepreneurs, families and institutions.
1998
Established in Zurich
3
Offices
25+
Years in the market
Global
Investment universe
Services
What we do for clients
Three areas of activity, one standard: preserve capital over time and develop it with care — through processes that withstand institutional scrutiny.
02
Investment management
Disciplined implementation across equities, bonds, multi-asset and selected alternatives.
Learn more03
Private markets
Access for qualified or eligible investors only, after an individual suitability assessment.
Learn moreMarkets
Market information
Context rather than theatre. Figures below are illustrative and do not constitute advice.
Illustrativ. Keine reale Wertentwicklung, keine Anlageempfehlung.
Equities world
+8.4
Equities Switzerland
+4.1
Government bonds
+1.6
Credit
+3.2
Gold
+6.8
USD/CHF
-2.1
Illustrativ. Keine reale Wertentwicklung, keine Anlageempfehlung.
- Aktien global38 %
- Anleihen24 %
- Private Markets16 %
- Immobilien / Infrastruktur12 %
- Liquidität10 %
Illustrativ. Allokationen werden mandatsbezogen festgelegt und weichen im Einzelfall erheblich ab.
Let us discuss your objectives.
An initial conversation clarifies circumstances, time horizon and expectations — without obligation.