Your partner for financial success since 1994
We are an independent asset manager with over 85 years of professional experience. Our aim is to secure and increase your financial success.
We do this by understanding your individual needs and goals and developing an investment strategy tailored to you.
We accompany and support you holistically, comprehensively, soundly and with the necessary foresight.
Why we are different
We have a tool that is unique on the market and our highly specialized expertise in structured products enables us to select the optimal products for you. Structured products are complex financial instruments that are usually linked to an index, a share or another asset class. They offer investors the opportunity to participate in the performance of this asset class without having to buy it directly.
Our services
Wealth management
Family office services
Real estate advice
Private equity
Management of vested benefits assets
Philanthropy
Further consulting services