We are a partner-owned wealth manager, driven by a passionate team of talented professionals

We serve our clients as independent advisors to create long-term value beyond wealth.

Whether you need professional support to improving family and corporate governance, monitoring diversified assets, managing your investment portfolio, or launching a business, our mission is helping individuals and organizations reach their financial aspirations.

HNWIs and families rely on us to manage, grow, and safeguard their assets.

Diversified holdings require long-term, integrated strategies. Our support goes beyond finance: it encompasses values, governance, security, asset mix, and vision.

We support SMEs in making strategic financial decisions through tools and analysis that optimize resource allocation, enhance shareholder value, and minimize risks.

We serve institutions and regulated entities both in Switzerland and abroad, and we act as asset managers for the leading life insurance companies in the market.

Safe Capital in Numbers

Data as of 30.06.2024​

Clients
0 +
Regulatory capital ratio
0 %
Regulated Partners *
0 +
Employees
0 +

* More than 50 institutional partners (depository banks, insurance companies, asset managers)

Partner with us

Partner with us and gain access to high-profile financial and wealth management services that empower you to scale and give you the peace of mind to focus on what truly matters: delivering exceptional service to your current and future clients.

Wind extinguishes a candle and energizes fire. Likewise with randomness, uncertainty, chaos: you want to use them, not hide from them. You want to be the fire and wish for the wind.