ABOUT US
Who we are
Our team of partners and experts offers over 100 years of combined experience in Swiss and international private banking, investment management and compliance. We speak the language of our clients – and that of the banks.
We are licensed by the Swiss Financial Market Supervisory Authority (FINMA) and operate under its high regulatory standards. This applies to all processes. To this end, we regularly undergo internal and external training and audits by our supervisory organization FINControl Suisse and the international auditing firm Grant Thornton. We are also a member of the Swiss Association of Wealth Managers (SAM).