Banking relationships
We support clients in establishing and maintaining banking relationships across Switzerland and other key banking jurisdictions.
Our work often involves complex ownership structures, cross-border considerations, or situations that require careful positioning with banks.
We coordinate directly with banking counterparties to ensure that structures are clearly understood, accepted, and workable in practice.
Insurance structuring
We advise on the use of insurance-based solutions, including private placement life insurance, as part of a broader wealth structuring framework.
These structures can provide enhanced privacy, asset protection, and tax efficiency, depending on the jurisdiction.
Insurance is typically used as one element within a wider structure, rather than as a standalone solution.
Asset securitization
We advise on the securitization of assets, enabling them to be held and managed within a structured and transferable framework.
This can apply to both bankable and non-bankable assets, allowing for greater flexibility in how assets are held, managed, and transferred.
Securitization is typically used to integrate assets into portfolios, facilitate ownership structuring, or create a format that is compatible with banking and custody arrangements.
Alternative investments
We provide access to selected investment opportunities across alternative asset classes through our network of counterparties and issuers.
These investments are considered within the context of the overall portfolio and structure, with an emphasis on selectivity and alignment.
Debt structuring and financing
We advise on the design and arrangement of financing solutions across a range of asset types and jurisdictions.
This includes:
- financing against liquid portfolios or insurance-based assets
- real estate financing in Switzerland and internationally
- structuring of more complex or cross-border financing arrangements
Debt issuance
We support clients in structuring and issuing debt instruments, including bond issuances in Switzerland and other relevant jurisdictions.
This includes coordination of legal, regulatory, and placement aspects to ensure that transactions are properly structured and executable.
Discretionary management
We manage portfolios on a discretionary basis within the context of the client’s broader structure.
Investment decisions are made with regard to liquidity requirements, jurisdictional considerations, and overall objectives.
The focus is on consistency, risk control, and alignment with the wider setup.
Investment advisory
We provide transaction-based investment advice, supporting clients in evaluating and executing specific investment opportunities.
Advice is given on a case-by-case basis rather than as part of an ongoing portfolio advisory mandate, with clients retaining full decision-making authority.
Where relevant, recommendations are considered in the context of the client’s broader structure and objectives.