Committed to our customers
We are an independent financial company on a human scale, active in global wealth management for private clients.

Our servicesmade to measure

Wealth management, occupational pensions, retirement and estate planning, mortgages, family office services: Our comprehensive range of services enables us to respond precisely to all your wealth expectations.

Wealth management
Inheritance planning
Foresight
Mortgages
Family office

About usKey figures

We are an independent financial company on a human scale, active in global wealth management for private clients. It brings together dynamic and passionate wealth managers who meet your needs and ambitions.

1
priority: your satisfaction
5
specialists in wealth management
100
years of accumulated experience

“We believe in active management based on a structured investment process to ensure optimal diversification in terms of asset classes, types of financial instruments and geographic sectors. Risk management is an investment tool fully integrated into the portfolio construction process. The benefits of this approach are numerous: the reduction of risk against major market downturns, as well as the potential to create increased value over the long term. »

 

Frank Crittin, IOC

One team To satisfy you

PreferredCustodians

In order to provide you with a service of excellence, we collaborate with carefully selected and recognized partners around the world.

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