July 22, 2022 Are Real Estate Investments Really Able to Hedge Against Inflation?
In recent years, inflation in Switzerland has been so low that many investors have neglected to hedge against inflation. This…
July 22, 2022 Services for Entrepreneurs
Focus on the essentials.
Entrepreneurial success is no coincidence.
It’s the result of making the right decisions. We can help you avoid unnecessary problems,
thus increasing your chances of success – so that you can invest your money with enthusiasm.
July 22, 2022 
July 19, 2022 Living on Wealth: How to Rely Exclusively on Your Private Means
Have you ever thought about the possibility of being able to live without a fixed income, and how much money…
July 15, 2022 Real estate: directly or indirectly, that is the question
Almost half of all rental apartments in Switzerland belong to private individuals. The ratio has fallen from 57 to 49…
July 11, 2022 When You Inherit, You Should Plan for the Medium and Long Term
A big inheritance can change your life, but not necessarily. What needs to change, for sure, is your financial planning.…
July 8, 2022 The best day to start with your financial planning is today
Home bookkeeping is the simplest form of financial planning: by juxtaposing income and expenditure, families hope to be left with…
July 6, 2022 Family Business Succession Planning: How to Hand Over your Life’s Work
Establishing and developing a business, or taking over and further expanding one, is a lifetime achievement. Thus, succession can become…
Opportunities
We can offer you access to exciting global investment and business opportunities – from traditional values to real estate, hedge funds, private equity and even art – so that investing never gets boring.
Quality
We check the investments and ensure the quality so that you can focus on the content.
Reporting
We analyze, compare and create an integrated reporting system – so that you can stay on top of the costs, the opportunities and the risks, because who likes to overpay.
Advice
We can provide advice on business valuations and business transactions, such as the buying and selling of small and medium sized companies (SMEs), and will support you with financing operations in co-operation with our wide network of specialists – so you have your own investment banker by your side.
