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.

The apparent calm on the stock markets is deceptive. Although the global stock market recorded a slight increase in February, the US stock market was once again downgraded relative to Europe and emerging markets. At the same time, the rotation away from highly valued technology stocks toward cyclical value stocks and defensive sectors such as healthcare and consumer staples continued.

About a quarter of global economic growth of 2.3 percent in 2025 was driven by heavy investment in the expansion of AI infrastructure. As a result, AI served as a central pillar of an economy that was robust overall, but below its long-term average growth rate.

The year 2025 put the global economy to the test. Political tensions, new alliances and an environment of increasing uncertainty characterised the global situation. Although the economy showed stability overall, it was hardly noticeable in everyday life. It seems as if the economy is running on only one cylinder: everything appears to depend on the AI boom.
«We are convinced that wealth can best be preserved and increased over generations with integral asset management.»
partner with unlimited liability