Our partners

Custodian banks

We work with first-rate, renowned Swiss banks and private banks, which we introduce and recommend to our clients. It is important to us that clients choose their custodian bank themselves and decide in which financial institution they would like to invest their assets.

Legal advice

We work with specialist partners from the legal sector and will be happy to share these contacts with you whenever you need legal advice.

Tax experts

Asset management and investment advice are intrinsically linked to tax law. We help and support our clients with tax issues and collaborate with experts in complex cases.

Certification

Details