Management of Banking Relationships
We provide you with access to our long-term relationships with Swiss and Liechtenstein banks to help you cut through the red tape and get the best level of client service.
We offer our expertise in handling atypical and sensitive client histories.
Life Insurance
We assist clients on structuring assets through private placement life insurance to achieve increased privacy, asset protection and create tax savings.
Discretionary Management
We measure your financial situation, risk profile and personal economic drivers in order to assign the most suitable investment strategy.
We execute the strategy under a management power of attorney, while carefully following the global markets, to drive your success.
Investment Advisory
We provide transaction-driven investment advice. You remain the decision maker, while we make suggestions and provide you with investment ideas.
Structured Products
We partner with issuers to create financial instruments based on traditional securities like equities, bonds, and commodities.
Our products support investment strategies tailored to individual market views and risk-return profiles, complementing clients’ regular portfolios.
Lombard Financing
We assist you with receiving bank financing against the pledge of your investment portfolios or life insurance policy assets.
Mortgages
We provide advice on securing bank financing for residential real estate assets based in Switzerland and abroad.
Bond Issues
We help in structuring and launching bond issues in Switzerland for local and foreign businesses.
Asset Securitization
Through our experience in corporate finance, we can advise on the securitization of practically any private asset, turning it into a clearable financial instrument.
We help you finance your private projects by enabling you to invest into them in the same way you would invest in regular securities.
Alternative Investment
Our relationships with businesses, issuers, and financial intermediaries globally allow us to offer access to off-market investment opportunities in alternative asset classes, such as alternative funds, commodities, private equity and debt, that would not otherwise be accessible to individual clients.