Wealth Management

Bahnhofstrasse 7, 6300 Zug
Hammergut 9, 6330 Cham
Contact us

Our Services

We focus on active asset management for private investors, entrepreneurs in all finance-related matters.
We rely on values of common sense, patience and perseverance.

Advisory Services

Active advisory and tailor made services for qualified and sophisticated investors with strong and deep interest in financial markets. We will analyse your position in term of risk-reward in all possible aspects: downside risk, upside potential, liquidity, counterparty.

Your advisory will inform you about the changes to the risk profile of your portfolio with tailor-made proposals. We tend to go to short to medium term investment ideas.

Asset Management

We developed traditional long-only discretionary mandates or tailor-made individual mandates based on our thematic research.

We favour Exchange Traded Funds (ETFs) or Index tracking whenever possible due to their efficiency and low costs.“The miracle of compounding returns has been overwhelmed by the tyranny of compounding costs”, John Bogle, founder of Vanguard.

Wealth Planning

Thanks to our international network and long experience in wealth structuring and planning, we are able to direct you to solutions and experts in regards of taxes, relocation, law, foundations and trusts.

Corporate Finance

We focus on individuals clients and entrepreneurs, very active money. Therefore we are able to introduce to our clients a solid deal flow sourced directly from our network of family office and UHNW clients in all asset classes.

Contact us