We are a Swiss based, independent financial advisory firm, providing wealth management and advisory as well as multi-family office services.
We are independent from banks and agents and we work with a network of highly qualified global specialists to provide our clients with a tailor-made service. We develop relationships with our clients based on trust and transparency, to ensure a complete alignment of interests with a heavy emphasis on asset protection.
We help clients understand complex scenarios, set goals, identify strategies and adopt effective solutions for their needs.
Our business model is oriented towards maximum efficiency in terms of costs/benefits/commission systems/objectives and performance.
To exceed client expectations, measuring success with absolute—rather than benchmark—performance. To provide reliable, confidential, transparent, and analytically rigorous financial analysis. To navigate pervasive regulations and anticipate changes in volatile global markets.
To fight for your financial future, obsessing over important details while remaining focused on big picture trends.
His financial career spanned over 20 years working at Smith Barney, Citigroup Inc., William Blair & Co., and Raymond James Financial. Extensive working experience in Switzerland, Germany, Italy, USA, and UK, primarily advising leading European institutional clients on U.S. investments. Specialized experience and expertise in securing financing for growth companies within the healthcare industry. He earned a Master of Arts HSG at the University of St. Gallen in Switzerland. Andreas is a Swiss citizen and fluent in German, Italian, English and French.
His financial career spanned over 25 years working at companies like UBS, Banca dello Stato and Julius Baer in various locations in Switzerland. His expertise has mostly matured in the private wealth sector, where he held leading positions in various institutes catering to affluent and high net worth individuals as well as organizations like foundations and pension funds. Dario is a Swiss citizen and is fluent in Italian, German, French and English.
His financial career spanned over 30 years managing institutional and private assets (Ultra High Net Worth Individuals) in the UK, Germany and Switzerland. Gianni is fluent in Italian, German, English, Greek and Turkish.
Daniele has been active in the financial services industry for over 20 years working in the Private Banking area of major Swiss banks like UBS, Credit Suisse and Banca dello Stato del Canton Ticino. In addition to his professional activities he is also serving the community as a politician being a representative in the parliament of the Ticino canton as well as being part of the municipal board of Mendrisio. Daniele is a Swiss citizen and speaks Italian, French and English.
Attorney at law, trustee, and compliance officer. Livio is a Swiss citizen and fluent in Italian, English, French, German and Spanish.
Our team assistant Elena has been working in the fiduciary services branch for over 10 years. She is a Swiss citizen and speaks Italian, English and French.
Our independent research allows us to select the most promising investments for your portfolio as well as finding the best products.Contact us