We are an independent wealth management firm with headquarters in Geneva, Switzerland. We possess official authorization to operate as a financial intermediary and are subject to the control of the Federal Finance Administration of Switzerland.
We primarily assist private clients with medium to long term investment plans. In the past several years, thanks to the successful implementation of our investment strategies, we were able to assure our clients high performance of 12% per year (2003-2008) within an array of dynamic investments.
To us, every client is different and unique. In order to be able to fully satisfy our clients, we have to know their personal and financial situation in order to establish appropriate investment strategies according to their specific objectives and needs. Generally, we operate with a conservative approach, and our objective is to offer our clients regular wealth growth while avoiding speculative choices.
We offer a large variety of financial investments, from investments generating fixed income with a term guarantee, to dynamic solutions in stocks and alternative investments with the potential for higher income in the long run.
As wealth management experts based in Switzerland, we offer a variety of financial investments. Depending on your objectives, we look for the most suitable solution that enables you to make your savings grow in Switzerland.
If you are looking for fixed income savings, we can offer you an alternative to a traditional savings account that makes it possible to take advantage of a fixed rate. We select securities that allow you to obtain high interest rates.
In addition to a fixed income investment, we offer dynamic investments aiming at high performance in the long term.
You benefit from an account in Switzerland opened in your name at a Swiss bank. You can consult your account status at any time thanks to secure, direct access, over the Internet.
Investing money in Switzerland allows you to benefit from high fixed income savings and advantageous conditions while enjoying a personalized service.