Independent
No bank behind us and no house product to place. We work across several banks and choose what serves the family. Any compensation from a third party is disclosed to the client.
Our philosophy
Process before opinion
We have run hedge fund books, led trading desks and advised families at the largest private banks. Today that experience works for one side only: the family’s.
One point of contact
Each banker sees only their part. We see the whole: every account, every asset, every risk, in one view. One senior partner, one call.
Discipline without emotion
Our proprietary quantitative model reads thousands of variables every month. Its signals meet our macro view and our execution desk at committee. Personal bias stays out: no decision rests on one opinion, or on the fear or euphoria of the moment.
Allocation first
The strategic course is set with the family. The tactical allocation moves around it, within limits agreed in advance. Every portfolio is built individually.
Cash is a position
For us, cash is a decision, not a leftover. It lets us buy when others have to sell, and never sell at the wrong moment.
Liquidity and quality
A liquid, high-quality core. Private markets and real assets are sized to the family’s needs, never the other way round.
Every franc of cost counts
We know how banks price from the inside. We negotiate bank by bank, and the total cost shows in the client’s reporting.
Experience
Hedge funds, investment banks, private banks, brokerage. We have sat on every side of the market, and we know where the margins are.