Why choose us
Swiss company founded in 1972, with headquarters and offices in Lugano.
We have proactively developed and expanded our Private Banking concept, constantly updating it to regulatory changes, the evolving needs of international clients and the structure of available financial products.
All this has enabled us to establish ourselves as one of the leading independent asset managers in Switzerland, a privileged financial centre in the international banking culture.
For us, portfolio management is an essential service aimed at planning and implementing personalised investment strategies aimed at optimising returns with a careful eye on asset protection.
Our advisory service is designed to meet the needs of investors who wish to play a more active and direct role in their investment choices.
Our financial advice goes beyond simple asset management and includes customised strategic planning, essential to maximise benefits and protect our clients’ interests.
Our Multifamily office is dedicated to the holistic management of family wealth, going far beyond the simple concept of investment management.
Our philosophy regarding wealth planning is focused on protecting and growing wealth to ensure its integrity for future generations.
We recognise that zero risk does not exist, but controlled risk does! Every day we work to develop and implement investment strategies that meet the individual needs and requirements of our clients.