Independent wealth manager

Wealth manager based in Geneva

As an independent wealth manager, we are able to understand the problem of matching family assets with the objectives of investment, profitability and transmission to future generations. Over time, we have built a network of skilled professionals in Switzerland and internationally, specialized, for example, in the legal, tax and real estate fields, and this approach allows us to refer our clients to the best specialists in the field in order to find a solution to their problem. In an increasingly standardized world, we are convinced that this approach based on human relations and the bonds of trust that we forge with our clients has a bright future.