Our founders were trained at investment banks in North America, and have brought the results oriented mentality to Switzerland.
Our Advisors are experienced, entrepreneurial and confident professionals who are looking for more control of their destiny, want to select their life wellness, and enjoy financial stability. We provide the bridge and tools to flourish and gain independence by transitioning their business to an equity ownership enterprise.
Our advisors focus on innovative ideas and work closely with their clients in designing tailored portfolios with a specific outcome in mind. We minimize conflict of interest by constant collaboration and outsourcing of product and services with the best, most cost efficient providers. We do not pigeonhole clients into mass market products.
Through our Global Service Partners, our Advisors have access to multiple trading platforms, multi currency depository services, access to credit and unique asset management opportunities around the world. We also offer unbiased access to the best in class legal, fiscal, and fiduciary advisors.