Lawyers & Fiduciaries Lawyers and fiduciaries often deal with highly complex financial topics - whether for their clients, their law firm or for themselves. We understand the business and take care of all matters - professionally and from one hand. Arrange a consultation Reliable Partner Asset structuring, financing, estate planning: As a lawyer or trustee, you benefit for your law firm or your clients from our long experience and our expertise in the fields of asset management, financial planning and financial transactions. We see ourselves as your partner and ensure that you can fully concentrate on your clients. Your benetifts at a glance Comprehensive expertise, even in complex financial issues Understanding of the business activities and business relationships of lawyers and finduciaries Long-term and personal partnerships Open and transparent approach Broad internal expertise complemented by external specialists Independence Contact Convince yourself of our special advisory competence and contact us. We look forward to hearing from you. Gerald Lulei Head Lawyers & Fiduciaries E-Mail +41 44 286 25 25 Discover further services Find out more about other offerings such as our modular investment solution or asset management. Investment advice Systematic investment process Customised investment strategy Active management of assets Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Investment advice Systematic investment process Customised investment strategy Active management of assets
Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds