OUR SERVICES

Active management of our clients assets, daily follow up of the portfolios, tailor made investment proposal; We have a solid network of partners providing a wide range of investment solutions and products (bonds, capital guaranteed products, equities, investment funds, structured products, foreign exchange solutions, derivatives, and hedge funds). Among our partners are some of the top tier banks as well as smaller structures offering more creative and flexible solutions.

• Access to macro-economic research and market recommendations issued by top tier international banks

• Foreign exchange operations

• Account openings with banks in Switzerland and in various juridictions

• Opening and management of commercial accounts (letters of credit, guarantees, cash flow, payments,…) for commercial companies or offshore companies

• Mortgage solutions in Switzerland and in the Euro-Zone area

• Incorporation of companies in various jurisdictions

• Wealth planning: trust, foundations

• Receiving and storing all correspondence sent by banks and fiduciaries

• Using our network to connect our clients with potential business partners (on request from a client only)