ServicesWealth Management

Investment Advisory

If you would rather make your own investment decisions, we can offer you personalized advice and expertise as well as a wide range of investment solutions, including cash management, currency, equity, bonds, asset allocation, exchange-traded funds, investment funds, structured products and alternative investments such as real estate and commodities

Investment Management

If you wish to delegate the management of your assets including investment decisions, we can develop and manage a customized investment portfolio based on your needs, goals and risk tolerance by identifying world-class investment opportunities.


We can leverage and coordinate our global resources and network of external specialists (global custody, investment banking, lending, real estate, tax advice, trading and wealth planning) to provide interdisciplinary expertise for the complex needs of our clients.

We emphasize that we do not hold client funds in custody but they are deposited at globally recognized custodian banks.





FINMA-licensed Fund Manager (CISA-LPCC)