Specialists
in private wealth

for families and
entrepreneurs

Our Services
Private Clients
Institutional Clients
Socially Responsible

Our
Purpose

Established in Switzerland in 2001, our goal is to be a lifelong guide to our clients and their families

About us

Our
Services​

Portfolio Management

We believe that the most important aspects of an investment strategy are diversification and asset allocation.

More

Multi-Family Office

Our financial planners provide professional financial planning services with particular cross border experience.

More

Latest
News

Explore the blog

Meet
The Team

Philip Portal
Philip PortalManaging Director
Weiterlesen
Marianne Rameau
Marianne RameauHead of Research
and Portfolio Managemenet
Weiterlesen
Andrew Little Martin
Andrew Little MartinRelationship and
Marketing Manager
Weiterlesen
Frank Van Lerven
Frank Van LervenRelationship and
Marketing Manager
Weiterlesen
Beatriz Rosenberger
Beatriz RosenbergerDigital Marketing Manager
Weiterlesen
Alexander K.Iten
Alexander K.ItenChairman
Weiterlesen
Stephanie Speake
Stephanie SpeakeFinance Manager
Weiterlesen
Francesca Critchley
Francesca CritchleyAdministration
Weiterlesen
Voriger
Nächster

How can we help you?

Quick Contact