 |  |  | |  |
|  |
Founded by a family with a strong tradition in banking, we are bankers and working in the financial industry, specialized in wealth management. All our initiatives, guided by a half century experience, have led us today to our new institutional status, proof of our deep commitment. The professionalism and solid financial base of our group have earned us the respect of our peers in the banking and financial community. Our international private clientele is demanding. They rely on us and identify with us.
It is essential for us:
- to maintain a family majority, strengthened by associates who share the same values
- to show that the structure of our shareholding is synonymous with stability, reliability and perenniality
- to create an optimal working environment so as to motivate each and every member of the staff
- to seek constructive opportunities rather than growth at all costs
It is essential for us:
- to build a trusting partnership with clients
- to offer through our status, as a licensed securities dealing institution, specialized in Swiss private banking and asset management, all the advantages of an establishment regulated by the Swiss Financial Market Supervisory Authority - FINMA
- to be flexible and sensitive with regard to our structure from a human standpoint
- to use our differences wisely so as to create for our clients added value
- to be the preferred adviser of our clients rather than an ordinary service provider
- to take the necessary time to pay personal attention and provide tailor-made solutions
- to be available at all times
- to manage professionally the long term growth of the assets that are entrusted to us
- to put the clients’ interest first
It is essential for us:
- to find individualized, creative and performing solutions
- to display reasoned imagination
- to be receptive to new developments in financial engineering
- to minimize risk in accordance with the laws and rules governing our profession
- to work ethically and act loyally
It is essential for you:
- to appreciate the stability of a trusting relationship, proof of our commitment and long-term vision
- to understand that our independence offers you a unique access to a large universe of investment opportunities
- to request services over and above ordinary advice