Invest with a personal advisor
Get your personal advisor to guide you through the financial markets and grow your wealth.
Everything in the online package with access to your investments online.
Always available for you to give you advice based on your needs.
Your personal and financial situation stands at the heart of everything we do.
Adrian has more than 20 years of experience in investment advisory, fund selection and global portfolio management.
Patrik studied financial engineering and economics and has extensive experience in portfolio and risk management.
Thomas Leitner has more than 25 years of experience in investment banking and asset management.
Your personal and financial situation forms the foundation of our advice and our goal is to improve this now and in the future.
1. Listen and understand: the best advice comes from understanding your financial situation and your goals.
2. Proposal: based on your situation we make a proposal to optimize your overall wealth and investments.
3. Implementation: together we select the best custody banks for implementation and execution.
4. Review and control: reviews of your financial situation and your investments to achieve your goals.
Our experienced financial experts combine far more than 100 years of experience in the financial industry. We help you navigate the financial markets your way.
We are hiring! Become an advisor and run your own book with your clients.