Our Philosophy

Our work’s philosophy is based on the clients’ interests, as well as their families’ and professional networks’. Our clients are free to choose their Bank and their Asset Manager.

Our added value? Our worldwide network which is certified and recognized by depositary banks, external managers, investment funds, trust companies, lawyers, solicitors, Family Offices and suppliers best known for their services for Individuals and Families.

But most of all, our business model protects us from any interest conflicts. Indeed, we have chosen to be payed only by the final client on the base of the advice contract. We do not receive any retrocession from our suppliers, which guarantees our independence towards the choices we make for our clients.

This new business model is ahead of today financial intermediaries’ services.

Thus, new laws forbidding financial intermediaries to receive any opaque commission will become widespread in OECD countries by 2017. In Switzerland, these new regulations result from big laws modifications due to the 2008 crisis: MiFID2 (directives on markets in financial instruments) and FinSA (Financial Service Act).

All our partners already have the European Passport and the benefit from the application of the Federal Act on Collective Investment Schemes and from the FINMA/LPCC License (financial markets “police” in Switzerland).

In that way, the managements of the assets can be done from Switzerland, any EU country or from anywhere else.

Freedom, Independence and Responsibility describe our philosophy.