WEALTH MANAGEMENT

We share your values - entrepreneurship, inventiveness, resilience, truthfulness, integrity. And manage your wealth accordingly, through a tried-and-trusted process.

360° PERSPECTIVE

We start with focusing on you. Not just your assets, your financial situation, what you have accomplished - but also what excites you, your goals and aspirations. Where you want to be is at least as important to us as where you are now.

PLANNING

Our team of devoted specialists then builds a comprehensive plan, tailored to your needs and ambitions. It incorporates multiple dimensions and solutions, covering not only savings and investments, but also tax-, real estate-, education- or even philanthropy-related perspectives - and it grows with you.

MONITORING

Whichever phase of life you’re in, your needs and objectives are evolving. We regularly re-assess your situation, following a systematic, pragmatic, well-defined method, and adjust your plan accordingly. So you and your family can continue enjoying life, knowing your hard-earned wealth is in capable hands.

ASSET MANAGEMENT

Markets move extremely fast. So do we - while remaining serene, pragmatic, and focused. We offer several types of asset-management mandates and let you pick the one which best fits your needs and style.

ADVISORY

You want direct access to a trusted personal investment specialist, with whom you can examine investment options, and who makes sure your decisions are fulfilled reliably and effectively. Our Advisory mandate is for you - whether you are a private individual or an Independent Wealth Manager.

PORTFOLIO MANAGEMENT

You want us to assess your relevant investment parameters (such as tolerance for risk, time horizon, correlation of your compensation and other sources of revenue with assets we may recommend), to base a tailored asset-allocation model on that assessment, and to build for you a portfolio of financial assets consistent with that model. Our Portfolio Management types of mandates are for you.

FUND MANAGEMENT

You want your advisor to take an open, holistic approach to investing, to rely on well-established and experienced portfolio managers with an entrepreneurial mindset, who offer tried-and-trusted asset-management solutions. Our Fund Mangement types of mandates are for you.


YOUR WEALTH- AND ASSET-MANAGEMENT PARTNERS

    FREQUENTLY-ASKED QUESTIONS

    1Do you work with investment vehicles?
    Yes, in most asset classes.
    2What are the available types of Private-Banking mandates?
    We provide you with a choice of 5 mandate types: a. Execution-only: you take all decisions, b. Advisory: decisions are taken by you, but with the expert advice of an investment advisor, c. Managed: you give us full discretion to manage you wealth, d. Externally-managed: you give us the mandate to manage your account, hosted at another bank, e. 3rd-party: your account is managed externally, but is in custody with us.
    3Do you offer Shariah-compliant investments?
    Yes, through external partners.
    4Do you offer customized portfolio management ?
    Absolutely - we love to make you feel unique.
    5Do you work on the basis of an open architecture?
    Yes, we work with pre-selected top asset managers, worldwide.

    MODERN PRIVATE BANKING SOLUTIONS FOR ENTREPRENEURIAL MINDS

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