Our identity

We take care of our clients’ needs and contributes to the development of the regions in which it operates, by promoting social well-being. We are constantly looking for innovation, enhancing tradition.

Create value over time

Exploit expertise in managing complex patrimonies and succession issues alongside a 360° offering of family office and Wealth planning services.

Employ and further develop expertise in Asset allocation, manager selection and Risk Management with an overriding objective of obtaining operational excellence.

Through continuously supporting the education and training of our staff and investing in technology and new resources, strive to stay up to date with regards to modern Risk Management techniques and new developments in Wealth Management.

We actively engage in supporting and, whenever possible, promoting the social and economic development of the regions in which we operate.

Delivering Innovative Solutions Traditionally Swiss.

To be a leading centre of excellence in financial services for Institutional clients, Family office and Wealth Planning services. To become a hub for small and medium sized asset managers and independent private bankers, expanding beyond the local market over time.

Values

Professionals, competent and innovative in the field of Asset Management, Wealth Management, Advisory and Risk Management, who propose, thanks to continuous training and research of excellence, cutting-edge and personalized products and services to institutional and private clients.

ACCOUNTABILITY

Accept both individual and group responsibilities and honour commitments. Act in a way to deserve trust and give trust to others.

AMBITION

We are ambitious in our goal settings and strive continuously to improve. We actively seek challenges and chase business opportunities.

AUTHENTICITY

We value honesty in our actions and act consistent with our values and choices.

CARE

A shared culture of respect, mutual help, empathy, and commitment based on the human relations between individuals. The dedication to clients is fundamental to add value to our organisation.

EMPOWERMENT

Valuing team members and giving them the information and the tools, they need to achieve results and exploit their full potential, to create value for the company.

INCLUSION

The achievement of a work environment in which all individuals are treated fairly and respectfully, have equal access to opportunities and resources and contribute to the organization’s success.

QUALITY

Provide services that meet the expectations and requirements of our clients.