We consider independence from financial institutions to be one of our most important values. As an owner-managed company, we work with our own software solutions, our own analysis techniques and are autonomous and independent both financially and at the area of product or service distribution.

The basis for mutual trust is openness and honesty in personal contact as well as transparency and discretion in the entire mandate management. Thanks to modern software solutions, you receive an overall view of your asset situation with sophisticated analyses. On request, we can include real estate, art, expensive cars or yachts and other assets in the overall overview.

We value many years of practical experience based on solid training. This includes a modern infrastructure in an attractive environment. Constant exchange of ideas within the team, with our network and with you enables us to stay up-to-date and to develop further.

Thanks to the strict waiver of retrocessions, we avoid conflicts of interest and strengthen the partnership with you. That is why we prefer not to use our own investment products. We rely on a mix of ethical, professional and regulatory values. By sustainability, we understand the long-term development of the relationship with you. At the portfolio level, it is important to us to take the investment criterias of environmental, social and corporate governance into consideration.