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 more
We 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 question of too much or too little social equality cannot be decided with the help of statistics alone, said Prof. em. Dr. Dr. h.c. mult. Hans Ulrich Gumbrecht at the 21st Reichmuth & Co Lecture at the University of Lucerne.
In the first quarter of 2023, equities were able to generate a positive return. Nevertheless, we are still in an environment in which a balance has to be found between growth, inflation and interest rates following major monetary and fiscal policy interventions during the pandemic.
Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.
«We believe that wealth can best be preserved and increased over generations with integral asset management.»
partner with unlimited liability