We harness a collective experience (in areas such as Asset Management, Investment, Wealth Planning & Structuring, Credit and Tax) to better serve all our clients – including individuals, entrepreneurs and families, as well as institutions, family offices and external asset managers – whatever their needs and wherever they are based.
"Collective and local expertise for the same mission : preservation and growth"
The different teams’ specialists are guided by the same mission which is to preserve and grow each client’s wealth across generations. Through sustained dialogue with our clients, we offer open and independent investment solutions, supported by a first-class team of dedicated and experienced portfolio managers.
1.A trusting relationship
Your banking experience is based on a trusting ongoing relationship with a private banker, who addresses your experience and requirements in order to offer you the most appropriate solutions and meet your needs.
Seeking to provide optimal solutions, we will study together with our local specialist the various possibilities of consolidation and investment, the current structures as well as future possibilities.
3.Proximity, agility and personalized service
We carry out this mission by providing clients with proximity, agility and a personalized service – staying in close contact with them, responding quickly to their needs, and offering tailor-made solutions that reflect their individual priorities and long-term goals.