Services
Customised service, competence and independence characterise the services we offer in the areas of asset management, family office, art and real estate. Our experts’ measure up to the highest standards of professional knowledge, integrity and experience. You may thus rest assured that your assets will at all times be looked after in your best interest and with utmost discretion. With our fascination for people and our enthusiasm for markets, we have been reliable partners to our clients and peers for more than two decades. And this at our locations in Glarus and Zurich.
Asset management
Investment strategy
Today’s markets are complex and the choice of products is becoming increasingly diverse. It is therefore more important than ever to be able to count on the expertise of an unbiased partner who understands your investment needs and is competent to help you define the appropriate strategy. As a wealth manageer with a longstanding successful track record, we take a straightforward approach to investment, aiming for sustainable performance. We define long-term goals and create an investment strategy tailored to your personal circumstances, risk propensity and objectives. In implementing your strategy, we pick direct investments and provide access to global investment funds managed by carefully selected fund managers. We take a performance-based and not a transaction-based approach. Consequently, our management fees are transparent and based on the average value of your portfolio.
Services
We are a FINMA-regulated asset management company, not tied or committed to any particular banks. As such, we specialize in sophisticated financial and consulting services for Swiss and international private individuals, corporate customers as well as for families. We are among the most renowned asset management providers in the industry. Working closely with select experts, we also have profound expertise in financial planning and specialise in the fields of law, tax, insurance and property consulting with regards to your estate planning or your change of domicile. Since we are fully independent from banks, your relationship with your trusted bank remains in place. Moreover, we speak your language – in every sense of the word.
Performance
We structure your portfolio along your individual needs, with a focus on long-term preservation and positive performance of your assets. Rather than pursuing aggressive short-term strategies, we use highly specialised products and alternative investments to keep the volatility in your portfolio as low as possible. In addition, we offer a range of proprietary absolute return funds with a longstanding successful track record. On request, we are able to provide instantly and at any time a comprehensive and transparant valuation of your portfolio, including consolidation across multiple custodian banks.
FAMILY OFFICE
Multi Family Office
Experience, professionalism and discretion. These are the cornerstones of the asset allocation and wealth management services we offer to you and your family. Our customised solutions are designed to preserve your personal family assets for today’s generation as well as for those to come. We are also happy to provide you with a wide range of other services.
As a competent and unbiased partner, we take a holistic yet personal approach in assisting your family in all aspects of wealth management. Our extensive experience ranges from curating substantial art collections to establishing trusts, foundations and companies. Thus, the services we offer extend far beyond standard wealth management and defining suitable investment strategies. We are flexible and work closely with external specialists, so you may rest assured that your matters are being looked after comprehensively at all times by your dedicated consultant.
Art
Collection concept development and sale of art
Database management and curatorial expertise
Art valuation and insurance
Your pieces of art should always be adequately insured and you should always stay informed of fluctuations in value. We work only with the most highly renowned specialists to assess the value of individual pieces or your entire collection. Of course we will endeavour to obtain and pass on to you the best possible rates at all times.
