Your profile, your objectives and your needs determine the solution that we propose to you:

YOUR CAPITAL

From CHF 50'000 or monthly payments

Competitive active management solution in line with to finance industry, wealth management methods and administered by the custodian bank of your choice
Particularly attractive for :
- Savers (capital, 3rd pillar, tax incentive savings or monthly payments
- Small & Medium Entrepreneurs, liberal and independent professionals for investing their 2nd and 3rd pillar
- Heirs of a heritage
Sustainable finance management mandate or conventional financial management mandate
Under the overall supervision of the Swiss Finance Control Authority FINMA
Direct contact and link with our service provider and financial partners

Portfolio management of your wealth by an independent financial manager chosen by you.
The depositary or custodian bank of your choice, guarantor of your securities
Consistent with your values, interests and priorities
Discretionary or advisory mandate
Three distinct control roles : (the portfolio management firm, the custodian bank and us) to serve you
Direct link with our financial partners
No conflict of interests
Under the overall supervision of FINMA and affiliated to the Financial Supervisory Organization (OSFIN)
Direct contacts with our service provider partners