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Individuals

Solutions for discerning private clients and international families

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Growing your wealth and securing your legacy

Our priority is to give you and your family a sense of safety and a life of prosperity while you build a meaningful legacy. To do this, we partner with you to create individual solutions that protect, preserve and grow your wealth beyond your lifetime.
We actively guide you in managing your wealth in a way that is structured to suit your and your family’s needs, values and vision, including considerations for the next generation.
Understanding that no two clients are the same is why we’ve built a distinctive, international private banking and wealth management service to suit your most complex needs.

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Distinctive, undivided service

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01

Entrepreneurial legacy 

By retaining the entrepreneurial spirit of our founders, we have successfully navigated through periods of emerging and developed market uncertainty and change. This enduring financial strength is coupled with the commitment to forging a life-long partnership with you.

02

Principled adaptability 

In a rapidly evolving world, our forward-thinking approach provides the highest standard of relevant services, complemented by a traditional value system founded on trust, integrity, respect, and responsibility. This makes us your valuable and adaptable partner.

03

Distinctly personal 

Get high-touch access to a dedicated wealth manager and deeply experienced Swiss private banker who are aligned with your distinct needs and aspirations to provide exceptional expertise in designing, implementing and managing personalised global wealth solutions.


 

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One portfolio, multiple benefits

Through your dedicated wealth manager and Swiss private banker, we provide you with access to wealth management, unique investment opportunities, banking, lending and philanthropic investments, all solely custodied in your Swiss bank account or portfolio.

Private banking

Private banking that revolves around you

Enjoy a full suite of private banking solutions and personalised service. Get access to multiple accounts and currencies, forex, credit cards and fiduciary deposits, and all the support you need from your private banker.

Wealth management

Your wealth, your financial future

Secure your financial well-being with specialist advice and tailored wealth management solutions focused on growing your investment portfolios and achieving your short and long-term goals.

Investment Management

Grow your wealth with investments that are right for you

Discover our comprehensive and personalised investment management solutions. Driven by professional discretion and expert knowledge, we work closely with you to build, grow and manage your investment portfolio.

Estate Planning

Peace of mind for you and your loved ones

Through our network of trusted professionals, we  ensure that your wealth is strategically managed, preserved and transferred reliably across generations.

Lending

Exclusive financing to suit your needs

Realise your ambitions with access to swift, flexible and cost-efficient lending solutions built around your needs and specific circumstances.

Strategic philanthropy

Create a lasting legacy beyond wealth

Discover how we enable you to purposefully invest your wealth to create a meaningful and long-lasting impact on society and the environment.

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It all starts with a conversation

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