Swiss company incorporated in 1999, based in Montreux and Lausanne offering a local and foreign clientele a highly recognized and personalized quality service.
Since our creation, we have demonstrated a great solidity of our business model dictated by a clear vision of the future and a proactive approach to the new environment that has emerged.
Defending the values of respect, high standards and integrity, our approach is based on certain fundamental principles: The quality of the service we offer to our clients, our expertise in financial management and our total independence in terms of investment.
WEALTH MANAGEMENT :
Portfolio Management - Financial Strategies - Selection and Opportunities - Investment Advisory
TRACKERS : Tracker Bond – Tracker Equity
OTHER SERVICES :
Advisory Services for Entrepreneurs - Family Advisory