OUR SERVICES
Investment advisory and asset management are our true passion. Your personal objectives and your wishes have our utmost priority. As an independent asset manager, we can provide you with comprehensive services that strongly regulated financial institutions cannot match. This results in distinctive additional value.
We are customer-oriented entrepreneurs and proprietors and as such we possess a high level of personal responsibility. We are finance specialists with ample experience and prudence and will manage your wealth with diligence and dedication.
PARTNER
Robert Akeret
Chief Executive Officer
+41 44 533 38 33
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Markus C. Streiff
Chief Financial Officer
+41 44 533 38 35
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Dr. Svend Ehlern
Chief Investment Officer
+41 44 533 38 36
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Urs Füllemann
Chief Risk Officer
+41 44 533 38 32
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YOUR ADVANTAGES
Classic private banking with an independent partner
As a client seeking personal care and professional management of your wealth you come first.
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Longstanding experience generates added value
We offer comprehensive knowledge and experience in a globally challenging environment, as well as the ability to understand markets, risks and regulatory demands in its entirety.
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Explicit investment concept
Our approach is intuitive, easy to understand, transparent, based on modern portfolio theory and yet customized.
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Choice of secure custodians
The safety of the custodian bank, in a way, the vault for your assets, is our main concern.
Fair and transparent fees
Our business model is simple – it must be acceptable for both parties.
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