Private banking in Switzerland can look back on over 150 years of history. In this time, it has perfected its services and products that today represent superior standards. We too have committed ourselves to these standards and can offer you an extensive portfolio of private banking services.
Besides the opening of bank accounts in Switzerland, Liechtenstein, and Luxembourg, these services also extend to account management and the subsequent administration and protection of your assets. With your individual wishes and ideas at heart, we forge and foster contacts with banks and other service providers, safeguard your interests before them, and provide you with a consolidated statement of assets and liabilities at regular intervals.
In addition, we support you in the planning and structuring of your assets. Professionalism and discretion are our maxims.
«Professionalism and discretion are our maxims.»
Advisory and Financial Solutions
Our strategy for structuring your portfolio and safeguarding your investments is based on customised asset placement. Guided by your personal ideas, we organise your individual portfolio. In doing so, we not only make use of the products offered by the banks, but also utilise our own instruments that we have developed on the basis of our experience and market observations.
In order to provide sound recommendations, we use asset allocation models that we have perfected down to the last detail and tailored to your individual requirements with respect to liquidity, risk, and time horizon. We also monitor the products offered by the banks.
Sound risk management, situation analyses, and immediate intervention wherever necessary are the security that you need for your assets.
«Your wealth needs security.
We have the necessary Know-How.»
Family Office Services
Switzerland is regarded as the centre of family office services in Europe. This goes hand in hand with the highest quality claims. Our claim is to exceed these high expectations. We can offer wealthy private customers the highest level support beyond purely asset transactions.
In doing so, we gear our family office services exclusively to your needs. Besides purely private banking and the sustainable management of your assets, we can offer you support in all matters beyond this, whether domicile issues, contacts with doctors and clinics, dealings with the authorities, language learning stays, or leisure activities.
Here too, you will benefit from our experience, our Swiss roots, and our extensive network of established experts.
«We support you in all matters at the highest level.»
The successful management of major assets demands the highest level of legal, tax advisory, and accounting services. Our network includes specialised lawyers, tax experts, wealth planning experts, investment consultants, and trustees.
The expertise and many years of experience embodied by our partners we convert into a comprehensive service portfolio from the one source. We then operate as a hub and gatekeeper in equal measure.
With your personal wishes at heart, we forge and foster contacts, stand by you at talks with external specialists, or retrieve ourselves the needed information, preparing and providing it in a clear and understandable form.
«When managing your portfolio we act as a hub and gatekeeper in equal measure.»
Chris A. Pedersen
Derrick van Vught
Partner & CEO
Marcel van der Sanden
Head Asset Management
Dr. Susanne Kempf