We are a member of the Swiss Association of Asset Managers (SAAM), the leading professional association that incorporates a recognised Self-Regulating body in regards to Anti-Money Laundering regulations (LBA). Members of the association are bound by very strict requirements in terms of quality of service, they are obliged to respect an imposed code of conduct formally recognised by the Swiss Financial Market Supervisory Authority (FINMA), and must act according to all official requirements.
Our streamlined and transparent structure enables us to be fully attuned to each and every customer in a confidential manner, in which integrity is paramount, and by which we strive to uphold a long-lasting relationship. Our customised financial advice centres on performance. Thanks to our open architecture approach, we can rely on a vast network of experts and other professionals including lawyers, notaries, tax experts or trustees.
Our operational and independent flexibility guarantee you the best possible implementation of market transactions that we carry out on behalf of your portfolio.