The Right Strategy and Ongoing Monitoring are Vital.
Our financial strategy team initiates and regularly monitors the financial portfolio of each customer and produces regular reviews, meetings, and update calls to keep you up to date on your status.
In addition to exceptional management of existing portfolio investments, we also identify various opportunities for our customers, allowing us to offer investment ideas, innovative products, and other relevant services.
We offer our services to premium clients that have accounts in the Swiss banks and to those who wish to add such exposure to their portfolios. We are an objective, independent organization. We are not affiliated with any individual insurance carrier or money manager.
The advice we provide is unbiased and based solely on the client’s best interest. We do not sell products of our own, we do not belong to any financial institution and we earn the same revenue from all producers. We have a customer-based approach to ensure optimal asset allocation, best in class research, as well as opportunity scouting and vetting in the global markets by the top tier Swiss banks. Our goal is to help you find your next great investment and overcome the challenges you may face in a fast-changing and complex financial and regulatory environment. Our wealth managers and planners are constantly watching the markets around the world to make sure you are presented with the best options for investment.