About us

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.

If you are looking for a reliable and experienced partner for your asset management, then we are the right contact for you as a small but fine investment boutique in the heart of Central Switzerland.

We are a team of experienced and qualified professionals who are committed to your prosperity. We are convinced that we can show you the best way to your economic success.

Time is your most valuable asset!

We are constantly rushing from one appointment to the next, trying to juggle work, family and leisure. But we often forget the most valuable thing we have: Our time.

This is exactly where we come in. As your trusted asset manager, we take care of your money so that you can concentrate on the important things in life.

Make an appointment with us today to find out more about our services. We look forward to getting to know you and helping you achieve your financial goals.