top of page

Your aspirations,

our commitment since 1980

Our Group at a glance

11 Offices Globally

Local knowledge and experience is invaluable. To accompany our clients and cater for their needs, we have 11 strategically located offices in global financial centres.

Our Offices

Established in 1980

Established in the 1980s as an independent asset manager, we've been around and have the advantage of wisdom that only experience can bring.

Our History

80+ Team Members

We have a global team of more than 80 qualified and highly experienced professionals, dedicated to providing bespoke investment advise to our clients.

Our Team

$3.5bn Under Management

Managing $3.5 billion in discretionary and advisory mandates, we ensure your investments are expertly handled to achieve your goals.

Our Services

Swiss-based
with international reach

Geneva

Berne

Lausanne

Nyon

Sion

Verbier

Zürich

Services

Our services

In addition to our core activity of tax optimised wealth management, we have diversified our competencies and offering.

We place your goals at the forefront of our efforts. Whether you wish to safeguard your wealth for future generations or creating returns, our mission is to help you achieve your dreams.A comprehensive understanding of your family circumstances, objectives, current situation and establishing what success looks like for you is important to us. Our global reach and local expertise ensure strategies tailored to your unique needs.

The Value We Add

With our extensive global network of custodian banks, we can efficiently manage your assets, implement the right investment strategies, and proactively address any future challenges that the ever-changing tax and regulatory environment may present.​ Our team of over eighty investment experts excels in established sectors, emerging markets, and alternative asset classes, in addition to offering our own niche funds for exclusive market access.

We believe there is little value in offering the best wealth management strategies without ensuring your structure is also tax-efficient and suitable for your circumstances. Our team handles all setup processes, allowing you to focus on your passions without the burden of tax and legal complexities. We will tailor a bespoke investment portfolio and if advisable also consider structures such as trusts and offshore companies which can assist with tax optimization, asset protection and succession planning.

We measure our success by how little you have to worry about your wealth.

GEORGES DE PREUX

News & Insights

bottom of page