PRIVATE WEALTH · ZURICH — SINCE 1987
Discretionary portfolios for families who measure in generations. No noise, no neon — just compounding.
Custodied assets across five jurisdictions, audited twice a year, reported quarterly.
Income-first portfolios. We compound patience — dividends, rents and coupons.
One partner, one number, answered in three rings. Banking, tax and succession.
"They returned my grandfather's portfolio to me in better health than I've ever seen it."— G. Vandermeer, third-generation client