Services

A COMPREHENSIVE AND IN-DEPTH

"Independent Advice"

We help individuals and private clients, with financial advice and services to build, preserve their wealth, as well as the best possible solutions and support. Today, we offer private placements in the private equity market for high net worth clients and investment funds for portfolios of all sizes.

“Clients benefit from our years of experience in exploiting the inefficient markets of the private market, increasing diversification, potential and achieving attractive, risk-tolerant excess returns through a sequence of strategies.”

Our experience and results-driven mindset.

"Long-term capital appreciation"

Financial Advisory

Private markets are becoming increasingly valuable and offer more and more opportunities. To compete in a rapidly changing market, you need a requirements profile for capital flow across the venture capital, private equity and venture capital landscape. Our service offering includes customized investment solutions, active advisory and consolidated risk and performance reporting and consulting.

AS PRIVATE CLIENTS

Benefit from a comprehensive range of investment products and solutions. We offer access to this exclusive asset class and put together a tailor-made private equity portfolio for you from the best umbrella and individual funds. Any goal can be achieved. This motto corresponds to our experience. Thanks to our commitment, you can master any challenge.

Wealth Management

There are no templates for people and their fortunes. Unique needs and goals can only be captured with an individual view that includes all aspects of an asset. A holistic approach is a matter of course for us and a core value that is essential for professional wealth management. From multi-manager to individual funds to managed depot accounts. Your personal Assets Manager is your first point of contact.

A COMPREHENSIVE AND IN-DEPTH

Our Advice In The Context Of...

  • 01
    Crypto Assets

  • 02
    Investment & Risk

  • 03
    Financial Advisory

  • 04
    Wealth Management

[ +]
Current Clients under management
[ +]
years of experience in Global Finacials
[ +]
Full Time equivale Employees
[ +]
Office Locations Zürich München
Financial Advisory

Individual and tailored to your needs.

Private Clients

Simply Compare - Decide Correctly.

Wealth Planing

Personalized. Committed. Exclusive.

Leonardo da Vinci

"Simplicity is the ultimate sophistication."

How can we help you?