Asset and Wealth management
Through our partners, we provide an independent asset management service, based on the use of proprietary algorithms, with no conflicts of interest. We tailor our management to the needs of our clients, who can be natural persons, legal entities or institutions with total assets of at least CHF 500K. Our partners take care of the treasury management of companies and can support clients in finding credit lines.
Insurance policies and third-pillar pensions
Through our partner companies we can save you up to 30% on your insurance policies and, if you are a company, manage all your policies free of charge to save you up to 50%, find a cheaper solution for your third pillar and mortgages.
Tax declaration and tax advice
Not a tax expert? You don't have to be:
Let our partners complete your tax return and they will save you money by optimising your tax deductions and saving you time and money.
Gold and Lombard credits
Our partners offer customers gold bullion management in the form of 999.9 gold bars in accordance with LBMA Good Delivery standards and the most popular gold coins on the market, and they can also obtain Lombard credits with the gold as collateral. Clients can also take advantage of the safekeeping service offered by partner banks.
Company formation in Switzerland and abroad
Through our partners we can offer support in setting up a company in Switzerland and in various countries.
Trusts and investment vehicles can be set up in Switzerland and abroad within an average of 7-10 working days.
Bitcoin and Cryptovalley
Our partner based in Zug, in the heart of the Cryptovalley, the world's regulated centre for blockchain and digital currency can offer investments and the opening of a bitcoin account.
Support and investment in small and medium-sized enterprises
Our partner specializes in financial support for small and medium-sized enterprises through the establishment of investment funds dedicated to small and medium-sized enterprises.
Contact us for request a quote
Request a quote, or an absolutely free consultation. We will contact you as soon as possible and assess your needs together with you.