Money: our Holistic approach

Private Banking

As an independent Swiss Private Bank with a strong entrepreneurial character, our focus is on serving our clients through a holistic approach, while at the same time avoiding conflicts of interest. We invest in and advise primarily in all liquid asset classes and all common reference currencies as well as alternative investments. In real estate and private equity, we can draw on a worldwide network. In addition, we advise our clients in the “emotional” asset class: Art.

We focus particularly on family businesses, wealthy individuals, next generation, and shipping clients. We offer these client groups significant added value through our specialist expertise, tailored services and dedicated events and networking platforms.

Our Services

We offer both individual advisory mandates and discretionary portfolio management. We focus on all liquid and non-liquid asset classes as well as alternative investments.

Strategic Advice
Discretionary Mandates
Advisory Mandates
  • Our in-house expertise is complemented by sophisticated external managers. This open architecture ensures the access to the best managers in class on a global scale.
  • Multi, single-asset class solutions as well as custom made solutions are professionally managed by senior investment specialists.
  • The range of services includes classic Asset Management for private and institutional investors.

We specialize in HUMAN PRIVATE BANKING

We believe in a holistic approach that is centered around you as an individual, taking into account all aspects of your life and their connectedness. We see our clients as what they are: Human beings with complex backgrounds and individual needs.

We are convinced that segmentation based on the amount of assets entrusted to us, is not the ideal solution for our clients. We understand that challenges, risks and opportunities for managing your assets result from your particular needs and everything that surrounds you, your family and your business.

AS A FAMILY ENTERPRISE

Cross-generational entrepreneurship, protecting
and growing wealth across generations, understanding what it takes to sustain a complex, successful family business – that is our bank’s special expertise.

AS A PRIVATEER

We have a deep understanding of the opportunities and challenges of private wealth. We put your goals at the heart of our approach and create a tailor-made financial plan for managing your investments and assets, bespoke to your individual needs.

AS A MARITIME CLIENT

Our dedicated Maritime Team is well versed in the special needs of its clients. We are dedicated to serving shipping and holding companies, treasury, ship management, agencies, brokers and P&I clubs.

Learn More About Shipping

AS THE NEXT GENERATION

The needs and priorities of the next generation are a focus of ours. Our offering is designed to provide the best possible service to the next generation of investors and help them navigate the world