ASSET MANAGEMENT – INDIVIDUAL, INDEPENDENT AND TRANSPARENT

ASSET MANAGEMENT – INDIVIDUAL, INDEPENDENT AND TRANSPARENT

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OUR INVESTMENT STRATEGIES ARE FOCUSED ON YOUR VALUES AND GOALS

Our customers trust us to manage their assets because we provide neutral advice, work transparently and engage personally. As independent Zug-based asset manager, we are not motivated by selling products, but instead focus on developing investment strategies that align with your goals, values and personal circumstances.

CUSTOMIZED STRATEGIES, NOT STANDARD SOLUTIONS

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Every customer mandate is different – so we take the time to understand your personal situation from all angles. Working closely with you, we develop a clear strategy that takes into account the reality of your family, business and financial situation.

WE CONSIDER:

  • Your objectives and risk tolerance
  • Your life planning (including succession, international aspects, etc.)
  • Your existing assets and structures

CONSOLIDATION & TRANSPARENCY ACROSS ALL ASSET CLASSES

Our open service architecture enables us to manage your assets independently of bank partners – across a range of global platforms. Consolidated and detailed reporting means you can always keep track of your investments across all asset classes, custodians and developments.

PERSONAL CUSTOMER RELATIONSHIPS ARE KEY TO OUR SUCCESS

We believe that good asset management is built on a foundation of trust. That’s why we invest time – in dialog, in our relationship, and in your future. It is not the size of a mandate that counts, but the quality of our collaboration.

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