Wealth Succession

We undertake to look at the structure of your assets, create a centralized state of your total wealth by combining your bank assets (eg stocks, bonds) and non-bank assets (eg private equity, real estate ) and we structure your investment profile.

When you hold multiple securities accounts in different banks in Switzerland and abroad, we are collecting data for portfolio consolidation. Where appropriate, we propose ways to optimize strategy and cost-effectiveness, by analyzing returns, financial risk and management and transaction costs. We offer these services at hourly rates, as is the case with an advisory service.​

  • Integration of banking and non-banking assets
  • Risk analysis
  • Cost optimization
  • Review and manage your existing portfolio
  • "Second opinion" advisory services

This creates the basis for informed investment decisions, a proper valuation of investment risk and effective exchange rate risk as well as liquidity risk.