Traditional financial services – reinvented
We stand in the tradition of Swiss financial service providers and offer comprehensive advice on financial matters and a wide range of solutions for business and private clients. With our Digital First approach, we are in the exceptional position to continuously maximize the convenience for our clients.
Our service portfolio is based on our core competencies in financial services and is designed to provide our clients with one-stop solutions.
Accounting & Taxes
Finance & Private Wealth
Made to measure
The needs of our clients are very diverse, and so are our solutions. What is always the same, however, is our uncompromising commitment, our dedication to quality, and our position as a central point of contact for all financial matters.
Together with our partners we are able to accompany our private clients through all phases of their lives with regard to financial matters.
Companies must meet the challenges of financial management and take the necessary precautions in areas such as social security, risk transfer and succession. We advise you independently and take on tasks that are not part of your core competencies. This frees up important resources and enables you to use them profitably.
Are you an entrepreneur and looking for capital to take the next step? If you have an exceptional idea and your venture is based on a digital business model, we can help you overcome your challenges in financing your business and achieving sustainable growth.
We grant our investors exclusive access to our curated startup portfolio. This is composed of attractive companies that have a digital business model and are evaluated by our experienced and agile team according to strict criteria. The purpose-built delivery methodology ensures a high-quality selection of investment opportunities.
Built on a strong foundation
Our Financial Services business is benefiting from being part of a company that is built on a strong foundation and enables us to operate successfully. Learn more about our brand, our history, our values, our leadership team and how we structure our business.
We accompany our clients through all phases of their lives with regard to financial matters. Depending on where they stand in life, we focus our business activities on wealth accumulation, wealth preservation or wealth transfer. For more information on how we help our clients in their current stage of life, see below.
All advisory services take place according to a precise scheme that ensures the quality of service in the long term. All work processes are documented transparently. Your consultant meets with you at least twice before a solution is implemented. A maximum number of meetings is not fixed and depends on your needs and the complexity of the matter.
We operate under a single brand name everywhere we do business. This is who we are, what we stand for, and what we believe in.
We organize our activities in a divisional structure that makes it easier for our business units to adapt their operations to market conditions.
Join our team
Work in a dynamic environment that encourages entrepreneurial thinking and acting
We are a Swiss professional service firm with a strong focus on the intersection of finance & technology. Headquartered in Zurich, Switzerland, we and our partners serve our customers worldwide.