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Whether by telephone, in writing, by e-mail, contact form or in person at our office at Freiestrasse 166, in Zurich, we look forward to hearing from you!
“We attach great importance to absolute discretion & confidentiality.”
Asset Management
"Our Advising Experts can help you"
Fulfill your Financial Aspirations.
An intelligent asset management strategy is based on three pillars: diversity, sustainability and flexibility. We are experts and support you in managing these pillars. As an interdisciplinary center of excellence, our experts with many years of experience bring their comprehensive and in-depth wealth management expertise to bear. A noble claim to cooperation, but one that pays off and is indispensable in financial matters. We are happy to share our wealth of experience in providing holistic advice and support to families and clients.
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Diversity, Sustainability and Flexibility.
We set our focuses to serve clients with complex asset structures that require exclusive special solutions with capital market situations. Thanks to a close network with our Partners and our clients advisors, we are able to pursue a comprehensive advisory approach that takes all of your individual requirements into consideration. Our profound analysis of opportunities and risks, markets- strengths and weaknesses forms the basis for your well-considered wealth. In this way, we protect the assets entrusted to us and create optimal conditions for their long-term growth at an appropriate level of risk.
"COMPREHENSIVE AND IN-DEPTH ASSET MANAGENT"
Wealth Management that revolves around you.
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Wealth Analysis
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Asset Structuring
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Asset Controlling
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Asset Management
A detailed analysis serves as the basis for the correct structuring of your assets. We want to understand your needs and expectations, your risk tolerance and your risk capacity. Active questioning enables us to determine the right targets for your investment.
Together we develop the tailored and bespoke principles. At this stage, we clarify which asset classes are suitable for your investment. Should asset classes be excluded or limited in amount? The selection of the right custodian and the tailor-made asset management agreement complete the asset structuring process.
We monitor your investments via our in-house system. Does the evolution of your portfolio still fit defined targets? Did we consistently capitalize on market opportunities? You will regularly receive detailed reports on the performance of your assets and your client advisor will always be available for a personal meeting.
Our experienced portfolio managers carry out the execution focused asset management mandate. We manage our clients’ mandates using a multi-asset approach. Our Investment Committee recommendations for asset classes and investment instruments are incorporated directly into your portfolio composition from a conscientious & long-term perspective.
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years of experience in Global Finacials
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Current Projects under Managemnt
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Full Time Equivale Employees International
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Office Locations Switzerland & Germany
Let Us work for You together.
Working with us is really easy for you. Your personal Professional asset manager contact: analyzes the current situation of your assets very discreetly and relieves you of a large part of the work.
We work collaboratively with families, private clients and institutional clients to help them implement and supervise this process, beginning with an inventory, followed by a clear definition and design of a proper ownership structure.
We advise You on topics such as liquid assets, alternative investments, venture capital, funds and investment preference.while you always keep an overview. Entrust the management of your assets to our Family Office investment experts and let them implement your investment strategy in the best possible way.