Personalized client relationships
Absolute discretion, mutual respect and personal attention are the hallmarks of our service. We develop long-term, personal relationships with our clients, so we can be responsive and flexible to their needs.
Unbiased and independent investment advice
As we are not tied to any specific financial provider or asset management company, we are able to advise our clients with full impartiality, focusing solely on their best interest.
Our wide scope of products and services cover all regions of the world and can focus on a specific country, geographic area, or continent. These products provide our clients with access to global markets whereby optimizing their wealth while staying in tune with their desired risk preferences.
Highly qualified wealth managers
Our wealth managers possess specialized degrees and numerous years of experience that, in turn, allow them to offer our clients expert financial advice as well as individually customized portfolios.
Access to elite money managers
We work with prominent asset management companies and best-in-class money managers, choosing firms based on the combined factors of experience, skills, and results.
Selection of the most performing funds
Our advisors can help you make the right choices from our selection of carefully screened mutual funds, hedge funds and investment vehicles.
Our bank’s calling card is its continuous research. Teams of specialists combine their efforts to produce insight, perspective and results.