Through our discretionary management or advisory mandates, we offer a global wealth architecture.
Wealth management
We offer strategies adapted to the values and objectives of our clients.
Patrimonial assessment.
Opening of accounts with partner banks – asset optimization.
Discretionary management mandates for individuals and legal entities.
Innovative investment solutions adapted to your needs / objectives (sustainability, renewable energies, Islamic finance, etc.).
Institutional management : pension funds, central banks, cash management.
Investment advice
We provide investment advisory mandates allowing you to benefit from our expertise in the asset categories that are of interest for you.
Family office
We offer various Family Office services for your needs and requirements.
Succession (trusts and foundations).
Family property transfer.
Consulting and services
Optimisation: Creation of central purchasing / trading companies, relocation of companies in Switzerland, transfer of companies, holding of participations.
Financing: Consulting in real estate financing, financing of commercial activities, search for strategic and financial partners (JV), Initial Public Offering (IPO).