Wealth Management - Wealth Managers - Stock Brokers - Swiss Wealth Protection - Tax Avoidance Strategies - Tax Consultations - Business Portfolio Management - Personal Portfolio Management

Together with our independent tax attornies we offer the following services:

Swiss Bank Accounts
Asset Management
Private Banking
Wealth Planning
Inheritance Planning
Investment Solutions
Family Office
Trust Formations
Wealth Management

Services for wealthy clients

Our private banking services are offered to new clients starting with assets of a minimum of USD $300,000 or more.

If you would like to speak direct to one of our agents about securing your assets, please call: 0041 44 218 13 07

Alternatively you can contact us via email - [email protected]

To complete a consultation form click here...

We offer highly professional & confidential financial solutions, banking services, asset protection, trust management and more...

Wealth Management

All the financial services required by a client under one roof...

Through Wealth Management we can offer a diagnosis of your wealth structure and personal situation. Together we decide on asset allocation and management of your assets so you have complete control. This will be continually reviewed and we can offer a complete reporting service.

Through research, capability and experienced professionals we can offer you unbiased advice to deal with the realities of what is best for each individual client, all of which is well beyond the confines of traditional banking services.