The firm is a specialized financial services provider operating with the highest standards of regulatory compliance under Swiss law.

The entity holds the official Asset Manager license (Gestionnaire de fortune) granted by the Swiss Financial Market Supervisory Authority (FINMA), pursuant to Article 17 of the Financial Institutions Act (FinIA). This authorization subjects the firm to strict prudential supervision, ensuring it meets the rigorous organizational, financial, and conduct requirements mandated by the Swiss regulatory framework.

Scope of Services

The firm’s mandate is the provision of tailored and sophisticated wealth management solutions to its client base.

• Discretionary Mandates: The firm offers comprehensive portfolio management where its seasoned experts assume responsibility for investment decisions within a pre-agreed strategy, aiming for optimal long-term growth and capital preservation.

• Advisory Mandates: For clients who prefer to maintain final decision-making authority, the firm provides personalized, timely investment advice and recommendations, ensuring the client is well-informed before execution.

• Dynamic Mandates: Specialization includes dynamic investment strategies that actively adjust asset allocations based on evolving market conditions, offering a pro-active and risk-managed approach to wealth growth.

Trading Expertise and Instruments

The firm facilitates execution across a broad spectrum of global financial instruments, ensuring comprehensive and responsive brokerage services for its clients:

• Traditional Markets: Execution of trades in global Stocks/Equities, Futures, and Index-linked products.

• Advanced Instruments: Expertise extends to trading Contracts for Difference (CFDs) and Foreign Exchange (FX), enabling precise and efficient market positioning.

• Digital Assets: The firm is equipped to manage and execute trades in major Cryptocurrencies, integrating these new asset classes into traditional wealth management structures.

Key Metrics and Infrastructure

• Custodian Banks: Client assets are held exclusively with a select group of leading, FINMA-regulated Swiss institutions, including Safra Sarasin, UBS, Lombard Odier, and Swissquote. This segregation ensures maximum asset security and independence.

• Assets Under Management (AUM): The firm is entrusted with a robust portfolio totaling CHF 70 Million.

• Client Focus: The operational structure is designed to provide highly personalized service to a focused base of 50 to 100 private and institutional clients.

• Geographic Focus: The client relationships are primarily concentrated across Western Europe, where the firm serves as a trusted Swiss partner for sophisticated financial needs.