Our Private Banking Approach

We believe, above all, in the personal and dedicated service that cares for each of our clients. From our offices in Zurich, Geneva, Vienna, Liechtenstein and Singapore our experienced and dedicated client advisors offer comprehensive wealth management services to meet the needs of our wealthy clients on a personal and individual basis.

We see our role as a wealth caretaker for clients looking for independent, objective and high quality investment advice, either on a discretionary or non-discretionary basis.

Our approach is based on the fundamental values of Swiss private banking: reliability, personal attention, individual advice, prudent portfolio management and strict risk controlling – coupled with a significant understanding of modern markets and methods.

We provide classical asset management as well as access to highly selective investments. We can also offer access as needed to our institutional investment teams in order to support clients' business needs. We are particularly experienced in meeting the needs of business owners and entrepreneurs.

The independence of the Bank enables us to develop and recommend the best strategies, services and products for our clients, without being constrained by any conflict of interest or promotional need.

Protecting and increasing the real wealth of our clients by achieving superior returns is our objective. We work on an agreed level of risk which is the result of a thorough analysis of our client's needs.

With a conservative approach to the management of assets and to balance sheet risks, we are very well-placed to address the challenges of the unstable financial environment that will pertain for the foreseeable future.

Our Key Principles

“Building for the future”

• Focus on each client and their unique needs
• Careful asset allocation and risk management
• Highly selective and forward-looking investment thinking
• No conflict of interest at the product or strategy level