To be a leading Swiss Wealth Management Boutique providing unique expertise and capabilities in Alternative investments and Family Office Services.


  • To inspire confidence of the Wealth Owners in the Asset protection issues.
  • To generate for the Wealth Owners sustainable and outperforming capital return.
  • To attract, develop and retain highly-motivated and talented professionals.
  • Be responsible and respected member of the local and global communities.


  • Honesty - is to provide Customers with ethical banking as well as transparent and responsible investing (alliances and partnerships);
  • Citizenship - is to align interest of employees and shareholders in short and long term perspectives (annual bonuses and Employee Share Ownership Trust);
  • Innovation - is to bring fresh ideas, select and adopt the best innovations(sustainable challenges);
  • Responsibility - is to make money while taking care about environment, society and future of the next generations (ESG principles).