Tel: +41 22 840 20 20; Email:

Investment advisory & planning

If you are seeking advice on investments, there is no shortage of those willing to advise. Sometimes it may work well, sometimes not!

We’re not in the casino business and we are not willing to take un-calculated risks with the assets of our clients. We take investments very seriously and there are so many diversified products, complex platforms and a multitude of options. We decide to let more experienced and seasoned close partners, among them senior private bankers and independent portfolio managers, take care of that.

Our partners will present you with an overview of solutions and risks and then you take your decision based on well planned advise.

Private banks  Independent portfolio management  Investment advice for US person  Investment advice for UN employees  Cross-border Wealth Management