Assets of more than CHF 6 billion prove the effect of a wealth office. All wealth matters become easier, client satisfaction is the highest of all models, returns improve by two thirds on average and costs fall by 38%. Try us out!
Order a non-binding offer now.
Starter Kit
You choose a Wealth Officer
We set up a Wealth Office for you: Consolidation of the current wealth situation as a plan, analysis of the current portfolios.
We draw up a list of recommendations for discussion with your bank, discuss these with you and support you in an advisory capacity during implementation
Your bank does not find out anything if you do not want to
You receive an offer from us for the Wealth Office and decide on further cooperation
