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Private Clients

Tailored for high-net-worth individuals and families.

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Our philosophy combines financial planning and investment management; a holistic approach to looking after you while overseeing the management of your assets.

Working Together

Your Needs, Our Commitment

We place your goals at the forefront of our efforts. Whether you wish to safeguard your wealth for future generations or aspire to create wealth ecosystems that produce income to enjoy life to the fullest, our mission is to help you achieve your dreams in the most optimised and efficient manner.

 

By focusing on your unique financial aspirations and crafting bespoke strategies, we ensure your wealth management journey is seamless, effective, and perfectly aligned with your personal goals.

Understanding Your Financial Landscape

01

Our approach

Our approach begins with an in-depth understanding of your financial landscape. We take the time to comprehend your desires, your current financial situation, and your geographic and financial positioning. What are your goals for your money? How is it currently distributed or invested? What does success look like for you?

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Adapting to your situation

Whether it involves establishing a structure that allows you to enjoy the rewards of your hard work, protecting your wealth for future generations, or exploring investments across different jurisdictions and alternative asset classes, our team is dedicated to defining and actualising your vision of financial success.

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Tailored strategies

As a Switzerland-based company with a global reach, operating 11 offices across five countries (Switzerland, UAE, Luxembourg, Thailand, and Mauritius), we bring deep local knowledge from a tax and compliance standpoint. This ensures that our strategies are not only effective but also tailored to the unique regulatory environments in which you operate.

Couple Sitting with Financial Advisor

Establishing the Optimal Structure

Once we have a comprehensive understanding of your objectives, the next essential step is to establish the optimal structure from a tax perspective. For some, this may involve relocating while for others it might require establishing tax-efficient structures such as trusts and offshore companies. We believe there is little value in offering the best wealth management strategy without ensuring your structure is as tax-efficient, robust, and compliant as possible. Our team meticulously handles all setup processes, allowing you to focus on your passions without the burden of tax and legal complexities.

Business Handshake

Transparency and Consolidation

Transparency and consolidation are paramount; we harmonise your various assets, providing a single, easy-to-manage view of your wealth. With our extensive global network of over 25 banks, we can efficiently manage your assets, implement the right investment strategies, and ensure you remain compliant and optimised. Our team of 80+ investment experts possesses deep knowledge in various sectors, from innovation hubs and emerging markets to global markets and alternative asset classes. In addition to our very own funds based in different jurisdictions, we are perfectly positioned to achieve your desired goals.

Focus on what matters

This comprehensive approach allows you to focus on what you value most, with the confidence that your wealth is expertly managed and secure. We measure our success by how little you have to worry about your wealth.

An investment in knowledge pays the best interest.

BENJAMIN FRANKLIN

Get in touch

We are based around the world. Find your most suitable office or get in touch, and we will get back to you as soon as possible.

Switzerland   

UAE   

Luxembourg 

Mauritius 

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Other services

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

Wealth Management

Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.

 

Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.

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