06.10.2026
OUR HOLISTIC APPROACH FOR PRIVATE WEALTH
We believe that optimal wealth management goes beyond just considering the amount of assets entrusted to us.
The best solution for you depends on who you are, your goals, and your set-up, as well as all the factors arising from your life, business, family and surroundings that could affect your wealth.
That’s why we look beyond money.
PRIVATE BANKING
AND OUR SERVICES
As an independent Swiss Private Bank with a strong entrepreneurial character, we manage our clients’ assets and protect their wealth – holistically, for generations, beyond money. Our brand core expresses our conviction that the human matters. Only if we strive to comprehend our clients with all the facets of their live, set-up, surroundings, challenges, and goals, we can protect what’s of value to them.
We focus particularly on family businesses, individuals, maritime clients, and the next generation. 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.
- Our in-house expertise is complemented by experienced external managers. This open architecture ensures access to best in class on a global scale.
- Multi and single-asset class solutions as well as custom made solutions are professionally managed by our team of investment specialists.
Our Clients
We are convinced that segmentation based on the amount of assets entrusted to us, is not the ideal solution for our clients. Therefore, we don’t do it.
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.
FOR ENTREPRENEURS AND THEIR FAMILIES
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.
FOR PRIVATiERs
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.
FOR MARITIME CLIENTs
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.
FOR 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.