Our vision based on a strong foundation
About us
future-oriented
Approach
Building responsible partnerships between clients, colleagues, communities and the companies in which we invest, in order to safeguard and transmit wealth.
Longterm Growth
Our goal is to achieve longterm growth through well diversified investments.
Entrepreneurial Spirit
The constant drive for innovation and the ability to embrace positive disruption are at the core of our mindset.
Trusted Partnerships
Building trusted partnerships to create a space for an efficient and successful cooperation.
Independent advice
Ensuring independent advice, by only being motivated by best interest and success.
Responsibility
Social responsibility towards current and future generations. Awareness of the social, economical, and ecological impact of our actions.
Security
Detailed information about a person’s financial situation is among the most sensitive that can be disclosed.
Get to know us in person
Build on the past
Central Switzerland
The place the Swiss Confederation was founded in 1291 between Uri, Schwyz and Unterwalden.
Social Stability, Economic Success and a political system based on the principles of the participation of the people and decentralisation have created a unique place in the heart of Europe. Proven to be a successful model in over 700 years.
communication is key
Personalised Solutions
tailored to specific requirements
We are committed to provide you with an individual Service, tailored to your specific requirements