Welcome

The Swiss Wealth Management Industry faces new challenges in an uncertain time. One such challenge is the regulatory framework which continues to demand strict adherence. The changing profiles and habits of clients present further issues to be dealt with: they are now more demanding; becoming more risk-conscious and performance- oriented. They demand enhanced transparency and new methods of communications

 

For over 30 years the firm has supported Banks, Private Bankers, Families and Private Individuals to substantially grow their net worth.

 

Our in-depth experience of the sector allows us to provide a professional service and  accompany Banks, Asset Managers, Independent Financial Advisors, Trustees, Insurance Companies, Family Offices and Pension Funds Managers to develop their business by identifying areas where efficiency can be improved and innovative new revenue stream identified.

We offer a full range of services from consultancy to strategic planning to supporting our clients in all areas of accounting, controlling, risk management and compliance with supervisory requirements.

Our daily focus is to listen to our clients’ needs and manage our projects with professionalism and efficiency in order to deliver value added solutions.

 

Connect for a discussion on how we can help.