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 pharmaceutical industry is currently high on Donald Trump’s list of priorities. He wants more production and jobs in the US, as well as lower drug prices. As a means of exerting pressure, he is threatening to impose price caps and introduce tariffs on drugs. These goals are, of course, contradictory, which is causing even more uncertainty.
The list of new customs measures against Switzerland, published on the night of Swiss National Day on August 1, came as a surprise. The economic impact of the tariffs is significant.
For the first time, a study shows how differently cantons exempt foundations from taxes. Zurich recently liberalized its practice. How is Lucerne reacting?
«We are convinced that wealth can best be preserved and increased over generations with integral asset management.»
partner with unlimited liability