Three complementary capabilities

Individually managed portfolios aligned with each client's objectives, risk profile and investment horizon.

• 01A written mandate that states objectives, constraints, reference currency and risk tolerance before any position is taken.
• 02Portfolio construction across equities, fixed income, funds and structured solutions, selected on merit rather than from a house product list.
• 03Continuous monitoring of exposure, concentration and currency risk supported by our own analytical engine.
• 04Full transparency, with the reasoning behind decisions available on request at any time.

Selected access to private technology companies through professionally structured investment solutions.

• 01A small number of opportunities each year, assessed on company fundamentals rather than on placement availability.
• 02Professionally structured access, with custody and settlement through established Swiss infrastructure.
• 03Clear disclosure of illiquidity, holding period, dilution and total-loss risk before any commitment.
• 04Suitability and eligibility are assessed for every client individually.

Private-market investments may be illiquid and involve a risk of loss. Eligibility and suitability are assessed before any investment.

A coordinated view of investments and long-term family wealth requirements.

• 01A coordinated overview of investments across currencies and strategies.
• 02Coordination with the family's existing lawyers, tax advisers and trustees — we do not replace them.
• 03Support for governance questions: mandates, succession considerations and next-generation involvement.
• 04Independent review of existing bank relationships, fee structures and portfolio positioning.