Classic asset management

Switzerland is world-renowned for its wealth management expertise, offering a unique combination of political and economic stability, legal certainty and financial discretion.

These assets make it a preferred destination for investors looking to protect and grow their assets.

Features and benefits of wealth management in Switzerland :

• Stability and security: Switzerland enjoys exceptional political and economic stability, reassuring families and large private fortunes that their assets will be preserved.
• Recognized expertise: Swiss asset managers are renowned for their competence and experience, offering personalized services tailored to the specific needs of each client.
• Investment diversification: Swiss financial institutions offer a wide range of services, from asset management to tax planning, with privileged access to various international investments.
• Confidentiality: The tradition of discretion and protection of privacy is deeply rooted in the Swiss banking system, offering customers appreciated confidentiality.

Thanks to a privileged partnership, you can benefit from access to independent management starting at around CHF 300,000. several key features:

• Independence and experience: Owned by its management, it is a pioneer in independent asset management.
• International presence: With offices in Switzerland (Geneva, Berne, Lausanne, Nyon, Sion, Verbier, Zurich) and strategic partners in Luxembourg, the United Arab Emirates, Mauritius and Thailand, the company combines Swiss roots with international reach.
• Holistic, tailor-made approach: The company offers personalized support, integrating multidisciplinary skills to meet the specific needs of each customer.
• Advanced technological infrastructure: The company has developed its own IT infrastructure, enabling the consolidation of multi-custodian portfolios and automated risk monitoring, thus ensuring efficient and transparent asset management.