Growth
Long-horizon exposure to listed and private markets, sized to an agreed risk profile.
Swiss asset management · private clients
Your access to global capital markets, on Swiss foundations.
An international multi-family office in Switzerland. Discretionary and advisory mandates, fund solutions and access to private markets — structured around each family’s objectives, time horizon and risk profile.
Discretionary mandates
Advisory mandates
Fund solutions
Private markets access
This website is published for information purposes only. It is not an offer, solicitation or recommendation to buy or sell any financial instrument, and it does not constitute investment, legal or tax advice.
Our approach
One relationship, four objectives.
Every mandate begins with the family’s circumstances rather than a product. We define objectives and constraints together, agree the risk profile in writing, and build a portfolio and structure that reflect them.
Suitability is assessed for each client individually. Not all solutions are available in all jurisdictions or to all investor categories.
Income
Portfolios constructed for regular distributions in the client’s reference currency.
Preservation
Capital protection emphasis, diversification and disciplined risk control.
Succession
Holding structures that allow assets to pass on in an orderly, documented way.
Capabilities
From classical portfolios to selected private opportunities.
Discretionary mandates
You agree the strategy and constraints; we implement and monitor them day to day within an agreed investment policy, so that decisions are taken promptly and consistently on your behalf.
What this includes
- Written investment policy covering objectives, risk profile, currencies and restrictions
- Diversified allocation across listed equity, fixed income and fund solutions
- Consolidated reporting across all custodians in one view
- Regular reviews with the investment team and adjustment as circumstances change
Delegated decision-making does not remove market risk. Portfolio values fluctuate and you may receive back less than you invested.
Advisory mandates
For families who prefer to retain the final decision. We prepare research, allocation proposals and trade ideas; you decide, and we arrange execution and administration.
What this includes
- Proposals prepared for your stated risk profile and objectives
- Independent review of existing holdings and external offers
- Execution and settlement coordination with your custodian banks
- Documentation and record keeping for each decision taken
Where you take the investment decision, suitability is assessed for the specific instrument but responsibility for the decision remains with you.
Fund and certificate solutions
Where a pooled vehicle is the more efficient route, we work with established structures in Switzerland and the European Union — including regulated Swiss vehicles and Luxembourg arrangements — together with specialised issuers and administrators.
What this includes
- Access to actively managed multi-asset and fixed income strategies
- Actively managed certificates for defined, transparent exposures
- Vehicle selection driven by cost, liquidity, reporting and domicile
- Independent fund administration, audit and depositary functions
Pooled vehicles carry the risks of their underlying assets, plus structural and counterparty risk. Availability depends on your jurisdiction and investor classification.
Private market access
Selected opportunities in private companies and real assets, offered either as single positions or through diversified vehicles, and at times alongside institutional co-investors. Names, terms and documentation are shared only with eligible investors after onboarding.
What this includes
- Diversified exposure to a portfolio of later-stage private technology companies
- Single opportunities for families who prefer concentrated positions
- Co-investment alongside institutional investors where capacity is made available
- Real asset opportunities outside public markets, subject to availability
Private market investments are illiquid, may be held for many years, can be difficult to value and may result in the loss of the entire amount invested. They are suitable only for investors who do not require liquidity and who can bear that risk. No secondary market is assured.
Digital assets
For clients who wish to hold or fund positions in digital assets, we coordinate regulated Swiss counterparties and custody, with the same identification and source-of-funds standards applied to any other asset.
What this includes
- Custody and execution through regulated Swiss counterparties
- Full identification, source-of-funds and provenance checks
- Segregated fiat and digital asset accounts in the client’s name
- Reporting integrated into the consolidated portfolio view
Digital assets are highly volatile, may lack investor protection comparable to traditional instruments, and can lose all value. Services are offered only where permitted and only to clients for whom they are appropriate.
All investing involves risk, including the risk of losing the amount invested. Private market and structured solutions are illiquid, long-dated and intended only for eligible investors who can bear such risks. No target, projected or historical returns are shown on this website; specific information is provided only in mandate and offering documentation.
Private markets
Curated opportunities, selected deal by deal.
A small number of private equity and private credit opportunities are reviewed each quarter. Only those that pass our due diligence are presented, and only to clients for whom they are suitable.
Via SPVIn review
Robotics and industrial automation
Late-stage growth round in a European manufacturer of autonomous logistics systems.
Indicative ticketCHF 100’000
CertificateOpen
Private credit
Senior secured lending to European mid-market borrowers, quarterly valuation and defined redemption terms.
Indicative ticketCHF 250’000
Via SPVShortlisted
Energy transition
Secondary participation in a grid-scale storage platform with contracted revenues.
Indicative ticketCHF 150’000
01EligibilityWe confirm your investor category and complete onboarding before any deal information is shared.
02ReviewTerms, structure, fees and risks are presented in writing, with the due diligence behind our selection.
03ParticipationNon-binding interest first; subscription only once documentation is signed and funding is arranged.
Important
Opportunities are described in general terms only. Details are shared with eligible clients after onboarding and an individual suitability assessment, and constitute neither an offer nor a recommendation.
Structuring
Infrastructure for holding, protecting and passing on assets.
Where a family’s situation calls for more than a portfolio, we coordinate the appropriate vehicle across Switzerland, the European Union and other established jurisdictions — including account opening at regulated custodian banks.
Important
Structures are established and reviewed together with independent legal and tax advisers admitted in the relevant jurisdictions. Nothing on this website is legal or tax advice, and no structure is offered for the purpose of concealing assets or avoiding obligations. All arrangements are subject to full identification, source-of-wealth verification, sanctions screening and applicable reporting requirements.
Trusts and private foundationsSuccession and long-term governance
Established in Switzerland, Liechtenstein, the European Union or other recognised jurisdictions, according to the family’s residence, assets and objectives.
Typically considered for- Succession planning across generations and jurisdictions
- Governance for family-owned businesses and shareholdings
- Long-term stewardship of assets held for beneficiaries
Special purpose vehiclesHolding defined assets separately
A dedicated company or segregated cell used to hold a specific asset or investment, keeping it legally and administratively separate from other holdings.
Typically considered for- Holding real estate, aviation or marine assets
- Holding art and collections with clear title and insurance
- Ring-fencing a single investment for administration and reporting
Private placement life insuranceInsurance wrapper for invested assets
A life insurance policy with an investment component, issued by a regulated insurer, in which the underlying portfolio continues to be managed under an agreed mandate.
Typically considered for- Consolidating investments under a single, portable arrangement
- Coordinating succession with insurance beneficiary provisions
- Aligning the holding structure with the policyholder’s residence
Why Switzerland
A financial centre built on regulation and continuity.
Our principal operations are based in Switzerland, with presence in further European and international jurisdictions. Client assets are held with regulated custodian banks and depositories, separately from the assets of the manager.
Established regulation
A supervised financial centre with clear conduct, capital and anti-money-laundering requirements applied consistently over decades.
Stability and transparency
Political and monetary continuity, a mature legal system and reporting standards that international investors can rely on.
Infrastructure and technology
Modern settlement, custody and reporting infrastructure supporting efficient cross-border operations.
HeadquartersSwitzerland — management, mandates and operations
European UnionPresence for fund and structuring arrangements
InternationalFurther established jurisdictions, as each case requires
Working together
A deliberate onboarding, then a long relationship.
Introduction
A confidential conversation about your situation, objectives and what you expect from a manager.
Onboarding
Identification, verification of the source of wealth, sanctions screening and investor classification — completed before anything is invested.
Mandate design
Written investment policy, choice of mandate type, custodian and, where relevant, holding structure, with all costs disclosed.
Ongoing relationship
Implementation, consolidated reporting, portal access and scheduled reviews with the investment team.
Governance
Compliance is the starting point, not an afterthought.
DomicilePrincipal operations and management in Switzerland
SupervisionConducted within the Swiss regulatory framework
ReachPresence across European and international jurisdictions
PeopleProfessionals with backgrounds at leading global institutions
Identification and monitoringFull client identification, verification of the source of wealth and funds, sanctions and politically-exposed-person screening at onboarding and on an ongoing basis.
Segregated custodyAssets held at regulated custodian banks and depositories in accounts in the client’s name or that of the client’s structure, separate from the assets of the manager.
Partner due diligenceEach issuer, administrator and counterparty is reviewed before being included in any solution, and reviewed again periodically.
Confidentiality with transparencyClient information is protected under Swiss data protection law and internal access controls, while all statutory disclosure and reporting obligations towards competent authorities are met in full.
Contact
Request an introduction.
Tell us briefly about your situation and we will arrange an initial conversation. Enquiries are treated confidentially and are handled by a senior member of the team.
EnquiriesHandled by a senior member of the team, normally within two business days.
LanguagesEnglish and German; further languages on request.
EligibilityOnboarding is subject to identification, source-of-wealth verification, sanctions screening and investor classification. We are unable to proceed where these cannot be satisfied.
Submitting this form does not create a client relationship and does not oblige either side to proceed. Please do not send confidential account information or documents through this form.
Thank you — your enquiry has been received.
A member of the team will respond within two business days. No documents or personal data beyond this form are required at this stage.