Your investments remain with your bank

You have access to your assets at all times. We have long-established relationships with a select group of carefully vetted and well known Swiss banks. As a result we can personally introduce you to a bank that most closely matches your individual requirements. All our employees have a legal obligation to protect the privacy of our clients.

We are a member of the swiss association of asset managers

This organisation, known in German as Verband Schweizer Vermögensverwalter (VSV), has over 1,000 members, making it the largest association of independent asset managers. The ethical standards laid down by the organisation are subject to an annual review by a respected accounting firm. Part of their audit also ensures the Swiss Anti-Money Laundering Act has been complied with.

Our accountants are PRICEWATERHOUSE COOPERS

In addition to the regular auditing of your books, our accountants check that we are complying with the guidelines of the Verband Schweizer Vermögensverwalter (VSV) known in English as the Swiss Association of the Asset Managers. They also check that the investment mandate agreed is translated into the client's portfolio.