Solutions
One firm, four capabilities.
An integrated approach to investing, financing and managing your wealth, built around your needs.
01
Wealth ManagementInstitutional investment strategies, tailored to you.
02
Private MarketsAccess to private deals, with opportunities to invest alongside our partners.
03
FinancingFinancing solutions structured around your assets.
04
Family OfficeOne trusted partner, coordinating a network of specialists.
01Wealth Management
Endowment-inspired.
We bring the investment principles of leading university endowments to private wealth, offering two distinct portfolio architectures built on the same philosophy of broad diversification and long-term discipline, tailored to different liquidity needs.
One philosophy. Two portfolio architectures.
01Fully liquid
Liquid Endowment
An endowment-inspired portfolio built entirely with liquid instruments, predominantly passive and cost-efficient, combining broad diversification with daily liquidity and flexibility.
02Liquid & private
Extended Endowment
A broader implementation of the endowment model, combining liquid investments with selected private equity, private credit and real assets for investors able to commit capital over longer horizons.
Several ways to work with us.
The same expertise, with a level of involvement and delegation tailored to you.
Indicative level of delegated investment authority
We manage your portfolio within an agreed mandate.
You delegate investment decisions to us, within the objectives and limits we define together.
- Discretionary portfolio management
- Decisions guided by your investment mandate
- Ongoing portfolio monitoring and oversight
You make the decisions, with our advice.
We provide investment recommendations and portfolio guidance. You retain final approval over investment decisions.
- Personalised investment recommendations
- You approve investment decisions
- Ongoing advice and portfolio reviews
Independent of your investment management arrangements. Consolidation can stand alone or complement an existing managed or advisory mandate.
A complete view of your wealth, across institutions.
Keep your existing banks and investment managers while gaining a consolidated view of your portfolios, exposures and risks.
- Consolidated reporting across custodians
- Visibility into exposures, risks and overlaps
- Available independently or alongside a mandate
One philosophy: transparent fees, independent advice and no hidden retrocessions.
02Private Markets
Private opportunities, direct access.
We source, rigorously assess and structure private market investment opportunities, giving our clients access to selected investments across private equity, venture capital, private credit and real estate.
Direct access to leading institutional managers.
Our direct relationships with leading global General Partners and institutional investment platforms provide access to highly sought-after private market opportunities. We combine this privileged access with rigorous due diligence and tailored structuring to make these opportunities available to our clients.Investment opportunities
Private Equity
Access to selected growth and later-stage private companies, with a focus on business quality, valuation, governance and long-term value creation.
Venture Capital
Exposure to early-stage innovation through selected direct investments and venture funds, with a focus on the Swiss and US ecosystems.
Private Credit
Selected private lending opportunities, including asset-backed and real estate financing, assessed on collateral, borrower quality, structure and downside risks.
Real Estate
Access to selected real estate investments and direct opportunities, primarily in Switzerland, supported by local expertise and disciplined underwriting.
Investment opportunities are reviewed through a structured due diligence process, with oversight from our dedicated Private Markets Investment Committee.
03Financing
Capital solutions beyond conventional lending.
We arrange tailored financing for real estate, investment portfolios and businesses. Through our network of banks, institutional lenders and private capital providers, we identify suitable funding sources, negotiate terms and coordinate execution.
What we finance
Real Estate Financing
Mortgage, acquisition, refinancing and development solutions for residential, commercial and investment properties.
Lombard & Asset-Backed Financing
Liquidity solutions secured against investment portfolios and other eligible assets, structured around your broader wealth strategy.
Corporate & Bridge Financing
Tailored financing for businesses, acquisitions and time-sensitive transactions, including situations where conventional lending cannot meet the required timing or terms.
How we deliver
The right capital. The right structure.
Access to the right lenders.
We engage selected banks and non-bank lenders, compare financing proposals and negotiate terms on your behalf.
Capital beyond traditional banks.
For selected transactions, we arrange direct lending through private and institutional capital providers.
Bringing capital together.
We bring together and coordinate multiple lenders to fund transactions requiring capital beyond the capacity or appetite of a single provider.
Structures built for the transaction.
We design financing arrangements tailored to complex requirements, combining collateral, debt structures and repayment terms to suit each transaction.
Discuss your financing requirements.
Whether you are financing an acquisition, refinancing existing debt or exploring a more complex transaction, our team can help assess the available options.
Discuss your financingFinancing is subject to due diligence, lender approval and applicable terms. Availability and conditions depend on the transaction and the relevant financing providers.
04Family Office
One relationship, a network of specialists.
We bring together investment oversight, financing, wealth structuring and specialist expertise through a single, coordinated relationship.
01
Coordinate & Oversee
A coherent view of your wealth, across institutions, assets and advisers.
- Banks & managers
- Portfolio oversight
- Consolidated reporting
- Family coordination
02
Finance & Plan
Integrated planning across assets, liabilities and liquidity needs.
- Liquidity planning
- Financing coordination
- Real estate oversight
- Major transactions
03
Structure & Protect
Access to the right specialists for complex personal and family matters.
- Tax & relocation
- Estate & succession
- Trusts & legal structures
- Specialist advisory
Consolidated wealth oversight
Your entire wealth, in one view.
We consolidate information across banks, custodians, investment managers and selected non-financial assets, providing a clearer view of performance, exposure and costs across your wealth.
Your assets remain with your chosen institutions. Consolidated reporting does not require transferring custody or delegating investment decisions.
The questions that matter
What consolidation reveals
What is my total wealth worth?
A consolidated view of financial holdings and selected non-financial assets, based on available account information and valuations.
How are my managers performing?
A consistent framework for reviewing performance across different banks, managers and investment mandates.
What am I paying?
A clearer picture of identifiable fees and costs across banking relationships and investment managers.
Where are my risks concentrated?
Visibility into overlapping exposures and concentrations that may be difficult to identify across separate accounts.
Our capabilities
Consolidated Reporting
A unified view of your accounts, custodians and investment managers, with performance analysis, exposure monitoring and greater transparency across relationships.
Non-Financial Assets
Extend your wealth overview to selected real estate holdings, art, collectibles and other significant assets, using available information and reliable valuations.
Real Estate Oversight
We provide financial oversight of your real estate holdings, monitoring valuations, rental income, expenses and performance while coordinating with property managers and other relevant specialists.
Bring your wealth into focus.
Discover how a coordinated family office approach can bring greater clarity and oversight to your financial and non-financial assets.
Discuss your family office needs
We manage wealth the way we manage our own.
As investors ourselves, we bring personal conviction, disciplined judgment and a long-term perspective to every client relationship.