Independent solutions for your entire wealth portfolio
Our independence is reflected in the provision of our services. Who will represent your interests in an independent, personal, and comprehensive manner? With whom can you speak regarding all financial aspects of your company or your private financial situation? Thorough, well-founded dialogue and the personal dedication of our staff form the basis upon which we build our services.
Our 60 years of tradition commit us to think and act with a long term perspective for our clients. We stand at your side throughout the years. Thus, we have grown into one of the leading bank-independent financial services firms in the northwest region of Switzerland. Through our approximately 60 staff members in the three divisions of Advisory Services, Portfolio Management and Corporate Finance you will receive, from one convenient location, personal and independent solutions suited to your financial requirements.
We look forward to becoming acquainted with you in a personal discussion.
Comprehensive family office services for wealthy individuals, company owners and their families
Comprehensive financial advisory services for small and medium-sized enterprises and their owners
Independent solutions for your trust-related requirements
Both iquid assets (bankable assets, such as shares, bonds, etc.) and illiquid assets (non-bankable assets, such as company equity stakes, real estate assets, etc.) require active management. In this area we collaborate closely with our colleagues in the Portfolio Management and Corporate Finance divisions.
With professional and anticipatory tax and legal advice, proper accounting, and account auditing, or the formation and administration of companies or structures, you can protect your private or company wealth. For more than 60 years we have provided a complete scope of financial services aimed at assuring the long-term protection of your investments.
Tax advice
Legal advice
Accounting
Company management
Real estate services
Assurance
Independent solutions for your investments
Our core competency is the active management of liquid assets which can be traded on the stock market (bankable assets). We differentiate ourselves from the competition not only through the various advisory and fee models offered, but also through our complete independence and neutrality in the selection of optimal investment or investment products for you. In this way, we are able to implement the optimal investment and risk strategy most suited to your current circumstances. We make your long term interests and long-term portfolio performance a priority, whilst keeping in mind your personal risk and wealth situation. The latter also includes drawing on the knowledge of our colleagues within the Advisory Services and Corporate Finance divisions. Thus, for example, we can support you in the sale of a family business or your real estate in Switzerland or abroad just as effectively as we can help with the reinvestment of the resulting funds, and all this in accordance with your risk and personal objectives. As a securities dealer under the supervision of the Swiss Financial Market Supervisory Authority (FINMA), we conform to the highest standards of professionalism and discretion on these assignments.
Wealth management and financial consulting
Investment controlling
Independent solutions for your company equity stakes
An important asset held by wealthy private clients is their own company. Since 1969 we have been active in the field of corporate finance for small and medium-sized transactions. We look after this segment of your wealth and to us this includes much more than just the project-specific corporate finance work.
Within the group we have access to all relevant tax, legal, accounting and auditing knowledge (Advisory Services), as well as the know-how to analyze the development of your wealth both in the short term and against the backdrop of a long-term financial planning strategy (Portfolio Management). Our 40 years of expertise in investing in or sale of illiquid assets (non-bankable assets) make us a preferred partner for many entrepreneurs and company owners in Switzerland.
Company successions, management buy-outs (MBOs) and management buy-ins (MBIs) are part of our core business, supplemented by advice on a wide variety of financing issues.
Mergers & acquisitions
Succession planning & disposals
MBOs & MBIs
Growth financings
Company valuations
Due diligence services
Valuation services
Private equity management
