When you put your assets in the hands of strangers, you are placing your trust in them. We take this trust seriously. We do everything we can to ensure you feel you are in the best hands with us.
Learn moreWe offer our clients and their families a full range of support in all investment and financial matters. We focus on the relationship with our client and are keenly aware of the importance of providing personal and ongoing support. Because the partners have unlimited liability, responsibility and reliability are their watchwords.
As genuine private bankers, we make sure we follow our family values when it comes to our clients. Since we were established in 1996 we have been acting in our family name in the interests of our clients.
Our owners are also active within the company. As we are independent, we can always act in the interest of our clients. Sales targets are alien to us.
Because the partners’ liability is unlimited, they are particularly risk-conscious and act with the greatest prudence. This is what our stability and continuity is based on.
Wealth is personal. That is why we always customise our solutions to our clients’ needs.
Geopolitical tensions remain high – in the Middle East, Ukraine, and in trade disputes. At the same time, the SNB has lowered interest rates to zero. As a result, there are no longer any secure returns over reasonable maturities. Swiss dividend stocks present themselves as an attractive investment option.
To what extent did “American philanthropy” shape the origins of the KKL Luzern? Why do many small foundations fail because of bureaucracy – and how does an umbrella foundation help? Why are freedom and individuality crucial for effective engagement?
Why do emotions and feelings have much more to do with brain health than solving Sudoku or crossword puzzles? What are the positive effects of “doing good” and why are there no rationally functioning brains?
«We are convinced that wealth can best be preserved and increased over generations with integral asset management.»
partner with unlimited liability