CORE VISION

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


CORE MISSION

  • 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.

CORE VALUES

  • 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).

We value your privacy

We use Google Analytics our website. These are services provided by third parties, which may be located in any country worldwide (in the case of Google Analytics Google Ireland Ltd. (located in Ireland), Google Ireland relies on Google LLC (located in the United States) as its sub-processor (both «Google»), www.google.com) and which allow us to measure and evaluate the use of our website (on an anonymized basis). For this purpose, permanent cookies are used, which are set by the service provider. We have configured the service so that the IP addresses of visitors are truncated by Google in Europe before forwarding them to the United States and then cannot be traced back. We have turned off the «Data sharing» option and the «Signals» option. Although we can assume that the information we share with Google is not personal data for Google, it may be possible that Google may be able to draw conclusions about the identity of visitors based on the data collected, create personal profiles and link this data with the Google accounts of these individuals for its own purposes. If you have registered with the service provider, the service provider will also know your identity. In this case, the processing of your personal data by the service provider will be conducted in accordance with its data protection regulations. The service provider only provides us with data on the use of the respective website (but not any personal information of you).

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