Experienced professionals

Private Wealth Management

We develop customized investment concepts and solutions for entrepreneurial families and their family offices, high-net-worth individuals, and foundations. Our holistic approach includes wealth management strategies, family office services, loan financing and various other investment options tailored to our clients’ specific needs. Our goal is to preserve and grow our clients’ wealth, allowing them to pass it on successfully to the next generation.

Asset Management

Our unique French-German identity enables us to provide our clients with global hedging, revolving around a range of investment solutions that perform in each and every asset category.

Investment Banking

One investment banking of entrepreneurs for entrepreneurs: with no cross border or product-related limits in terms of collaboration and go-to-market, driven by a strong work ethic, passion, risk-taking, resilience, innovation, adaptability, networking and building relationships.

Corporate Banking, Asset services & Metals

We offer a full range of front-to-back solutions including custody account management for asset managers, as well as administrative, operational and IT outsourcing for private banks and insurance companies. We also act as custodians for listed and unlisted funds, and as delegates for the shareholder record keeping of these funds.