Who we are
Are you looking for an additional banking relationship, a family office, a portfolio manager Or your bank is not performing well? We can help you to identify the answer to these questions.
We represent a community of Private Bankers seeking to provide an independent advice to the sole benefit of our clients.
Knowledge
Access knowledge built on years of experience in the private banking world
Expertise
We will review your asset allocation, assess your risk profile and define with you the targeted expectations.
referral
Once we have assessed together your Global investment strategies we will provide you a detailed Referral offer
Network and Business Partners
Our business partners are leading global banks. In Switzerland – Pictet & Cie, UBS AG, Vontobel, Julius Baer, Credit Suisse, Lombard Odier & Cie, UBP and J. Safra Sarasin.
We also have a strong relationship with the most important banks in the US, the United Kingdom and Monaco