Their purpose is to help entrepreneurs, families and private individuals preserve, grow and transmit their assets over time.
Founded in 1796, they have served their clients for seven generations and grown stronger through 40 financial crises. Today, they look after over CHF 233bn of client total assets.
They are committed to a differentiated ownership model, where their partners own and manage the firm, and continue to personally serve clients. Their clients’ interests are their own - their main activity is to serve them.
They stay focused - they do a few things, but they do them well. Wealth management is at the heart of everything they do. They provide wealth and asset management solutions to their private and institutional clients, and have developed a much sought-after technology platform to support and augment them.
They listen and advise, they do not sell. At a time when many are going for industrialised and standardised investment solutions, they believe in personal relationships and bespoke services powered by cutting edge technology.
They are solid and stable. They take a long term view in everything they do. Prudence and risk alertness are at the core of their financial strength.
Armed with the ability and drive to relentlessly rethink everything, they focus on providing their clients with fresh investment perspectives and long-term financial growth.