Independent, FINMA-regulated financial advisory in Zurich, Geneva, and Lugano. Trusted by families and institutions since 2015.
Comprehensive financial advisory tailored to your goals
Discretionary and advisory portfolio management with a focus on capital preservation and long-term growth.
Pillar 2 (BVG) optimization and Pillar 3a strategies to maximize your pension and minimize tax burden.
Tax optimization for Swiss residents, cross-border taxation, and international tax planning for expatriates.
Inheritance planning, foundation setup, and succession advisory for smooth generational wealth transfer.
Relocation financial planning, pension transfers, and cross-border compliance for international clients.
Treasury management, employee benefit schemes, and corporate investment strategies for growing businesses.
Experienced professionals dedicated to your financial success
20+ years in Swiss private banking. Former VP at UBS Wealth Management.
CFA charterholder. Specialist in retirement planning and Pillar 2/3a strategies.
Cross-border taxation expert. Licensed Swiss tax advisor with 15 years experience.
Bahnhofstrasse 42
8001 Zurich
Rue du Rhone 14
1204 Geneva
Via Nassa 7
6900 Lugano