Logo
Hero Image

Your reliable partner in financial matters for entrepreneurs, private investors and external asset managers.

Personal, entrepreneurial, honest, innovative, independent, Swiss.

We combine the traditional values of Swiss banking - security, stability and expertise - with innovative solutions for our customers.

Intro Image

Guide / Research

  • WegWeiser vom 12.05.2025

    Update Agenda "Branchentalk Industrie" vom 27.5.2025 (SIX) - Geflüster über die Ansagen von Präsident Trump zu den Medikamentenpreisen in den USA

  • WegWeiser vom 09.05.2025

    Kommentar zu Sonova (FY 2024/25) - Geflüster über die Rally bei den Rüstungsgüteraktien

  • WegWeiser vom 08.05.2025

    Kommentar zu Aryzta (Feedback von CMD von gestern) - Geflüster über brisante Aussagen eines Apple-Managers während eines Gerichtsprozesses in den USA

Our Services

Our Services Icon

Wealth Management

We combine our clearly structured investment process with an ongoing assessment of the current market environment in order to adjust allocations at short notice if necessary.

Our Services Icon

Coprorate Finance

Our corporate finance offering in the Swiss capital market is aimed primarily at medium-sized companies and their owners as well as listed small and mid-cap companies.

Our Services Icon

Products

We create customised products for our customers.
Our goal: customised - understandable - competent

Contact form

Address