Our Solutions
We don't offer standard mandates. Every solution we build is tailored to your objectives, your timeline and your appetite for risk, free from any product constraint.
Wealth Management
We manage your wealth through two types of mandate, each built around your objectives, risk profile and investment horizon, and adaptable to your chosen universe of investments.
Discretionary Mandate
You delegate full portfolio management to us. We make investment decisions on your behalf, actively managing your wealth across market cycles with the same discipline we apply to our own.
Advisory Mandate
You retain full decision-making authority. We provide recommendations, research and access to carefully selected opportunities, including on a deal by deal basis, acting as your trusted investment partner.
Liquid Markets
Money market, bonds, equities, structured products and alternative investments.
Liquid + Private Markets
A diversified portfolio combining liquid markets with selective access to private equity, private credit and real estate.
Specific Block
A focused mandate on a single asset class. Available in Equity, Income or Real Estate.
Private Market Access
Private markets represent our strongest conviction and our most distinctive edge. We access opportunities reserved for the world's largest institutional allocators and open them to private clients, investing our own capital alongside theirs in every single deal.
Our Edge
Through an exclusive network of institutional partners and direct deal access, we source and structure private market opportunities at institutional terms. What is typically reserved for the largest institutional allocators becomes accessible to our clients, without compromise on quality, terms or rigour.
Private Equity
Selective access to growth and late stage equity opportunities in category-defining companies, sourced at institutional terms with rigorous due diligence and downside protection.
Venture Capital
Selective access to top-tier venture opportunities across the US and Swiss ecosystems, including early-stage programs and institutional funds that are typically closed to private investors.
Private Credit
Yield-focused private lending secured against Swiss and European real estate assets, including bridge financing, subordinated debt and whole loan structures, offering attractive risk-adjusted returns with strong downside protection.
Real Estate
Through deep operational expertise and privileged access to off-market transactions across Switzerland, we give our clients exposure to institutional-quality real estate opportunities rarely accessible through traditional channels.
How We Select
Every opportunity is reviewed by our dedicated Private Markets Investment Committee, which meets monthly and includes independent board members with institutional track records. From thousands of opportunities screened, only a handful meet our criteria.
Private Financing
Whatever your financing situation, we find a solution. Through our network of banking partners and private lenders, we structure the most competitive and flexible financing for your needs and manage the entire process on your behalf.
Mortgage Financing
We act as your dedicated financing partner, running a structured process across our network of banking partners to secure the best terms for your property acquisition or refinancing. We cover residential, commercial and investment properties across Switzerland and Europe.
Private & Bridge Financing
When traditional financing is too slow or unavailable, we source alternative solutions through private lenders, including bridge loans and structured credit facilities. These instruments offer speed and flexibility, particularly for time-sensitive transactions or complex situations.
Family Office Services
Because we already manage your investments, your financing and your real estate, consolidating every dimension of your wealth comes naturally. We give sophisticated families a single, clear view of everything they own, financial and non-financial, with institutional rigour and full transparency.
Consolidated Reporting
We provide institutional-grade consolidated reporting across all your accounts, custodians and banking relationships, with regular performance analysis and full transparency on your overall financial position. Clients benefit from direct access to their consolidated view through a dedicated digital platform.
Non-Financial Assets
We extend consolidation beyond financial assets to include real estate, art, watches, cars, yachts and other valuables, giving you a complete and accurate picture of your total wealth at all times.
Real Estate Management
We oversee the financial management of your real estate assets, including rental income tracking, expense management and performance reporting, so every property in your portfolio is managed with the same discipline as your financial investments.
Institutional discipline
for private wealth.
