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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.

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Guide / Research

  • WegWeiser vom 01.04.2025

    Kommentar zu Holcim (kleiner Nachtrag zum CMD) - Geflüster zur neuen Energiestrategie der Helvetischen Bank

  • WegWeiser vom 31.03.2025

    Kommentar zu Holcim (Feedback vom Capital Markets Day) - Geflüster über die zahlreichen Änderungen im April

  • WegWeiser vom 28.03.2025

    Kommentar zu Holcim (neue Ziele für "NewCo") - Geflüster über die anstehende Finanzierungsrunde von OpenAI

Our Services

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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.

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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.

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Products

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

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