We'd be happy to explain our services to you simply and understandably in one of over 100 locations in Switzerland – and we'll only be satisfied when you are too.
- Personal consultation
- Expert and transparent
- One-stop shop
- Swiss quality
Our offer to help you realize your personal dreams and goals
Personal advice for you and your wealth
Individual investment concept
What do you want to accomplish in your life? Together we’ll find out what matters most to you, guided by three key strategies: Liquidity. Longevity. Legacy.
Retirement advice
Set the course of your retirement early. Plan and optimize your assets for
retirement.
Real Estate Financing
Do you dream of having your own four walls, a vacation or an investment property? We'll help you make your dreams a reality.
Family Banking
We advise you on successfully passing on your estate, forward-looking succession planning, and an investment strategy that is in line with those plans.
Sustainable investments
We've just made sustainable investments our preferred recommendation for private clients investing globally.
Digital Banking
It’s easy to follow the market value of your portfolio, test new investment strategies, and take care of your daily banking via E-Banking and Mobile Banking – around the clock and on the go.
