When clients apply for an account we first focus on understanding the clients needs, to learn if and how we can help, and also just as important, in building the personal relationship.
Our purpose is to provide unparalleled, tailored solutions for entrepreneurs, families and private individuals in preserving, growing and transmitting their assets over time.
We provide wealth, privacy and risk management solutions using gold bullion both to our private as well as our institutional clients, and have developed a much sought-after technology platform.
We provide a financial environment of zero risk and total privacy.
We are committed to a differentiated ownership model, where our partners own and manage the firm, and continue to personally serve clients. Our clients’ interests are our own – our main activity is to serve them.
We listen and advise, we do not sell. At a time when many are going for industrialised and standardised investment solutions, we believe in personal relationships and bespoke services powered by cutting edge technology.
We are solid and stable. We do not leverage clients assets, and hold purity of balance sheet.
We take a long term view in everything we do. Prudence and risk alertness are at the core of our financial strength.
Armed with the ability and drive to relentlessly rethink everything, we focus on providing our clients with wealth protection and privacy, combined with perspectives of long-term financial growth.
We are responsible –with a longstanding tradition of thinking and acting along the principles of social responsibility, sustainability and philanthropy.
Our heritage is Swiss, yet our outlook and mindset are resolutely international.