We are guided by clearly defined values. They help to shape our day-to-day work and form the basis for our lasting success.
INDEPENDENT
Independence is our most cherished value. We are bound only to our clients. Our focus is on their needs. Because we do not accept retrocession payments, we can act without conflicts of interest. We are therefore able to develop just the right tailored investment plan for every client.
INDIVIDUAL
Our advice is very individual. We wish to assist our clients for the long term and we think across generations. We see ourselves as trusted advisors and comprehensive partners – even beyond Private Banking.
FOR THE LONG TERM
We do not chase after short-lived trends but instead pursue a sustainable strategy. The art is to retain focus and an overview at all times. Our models are produced by people with a sense of responsibility, experience and sound expertise.