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ABOUT US
Since 1995, we have blended tradition with innovation in wealth management
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An independent Swiss asset manager headquartered in Zurich
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More than 25 years of experience
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A renowned and trusted partner
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Customized solutions for individual portfolios
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We cater to families, institutions, and businesses
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Personalized service and extensive expertise from our specialists
OUR EDGE
Independence
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Independent firm with no potential conflicts of interest
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Dedicated focus on client needs and goals
Transparency
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Detailed insights into investment strategies, portfolio performance, and investments
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Open communication about risks, costs, and fees
Expertise & Flexibility
- Agile decision-making with operational and strategic independence
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Small, highly skilled team offering personalized and innovative services
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Quick response to client needs and concerns for trusted relationships
PRODUCTS
About
AWARDS
WealthBriefing Swiss EAM Awards 2024
Winner - Assets under CHF 500 million AuM
TEAM
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