Renewed award confirms our own quality standards

Renewed award confirms our own quality standards

We are grateful to the business magazine “Bilanz” for this great award for our services, which is based on an honest and cooperative partnership with our clients.

Private-Banking-Rating

In serving our clients, we strive for both high quality and consistency

Trust is the foundation of a relationship stretching across generations. We consider it very important to take a holistic view of asset management. Our client advisors put their heart and soul into the business of looking after, servicing and enthusing our clients in a professional way.

Our focus lies on the individual needs and wishes of our clients. We value their trust as the basis for a long-term partnership and the sustainable development of client assets.

 

You can’t buy trust, you have to earn it

Our enduring client relationships are testimony to the fact that we satisfy the needs of our clients and deliver on the claims we make. As a modern Swiss private bank, we make full use of our entrepreneurial agility and flexibility. Our services are personal and tailored to each individual client relationship. With our individual Modular Investment Solution clients can combine a number of different basic and focus modules and thereby shape their own asset allocation.

Trust has a future. We will vouch for that. 

“Security over return”

Our guiding principle is: “Security over return”. We manage our company as well as our investment activities on that basis. In other words, for us it is not short-term success, but sustained growth of client assets that is paramount. We also focus on high-quality companies with sustainable prof-itability and stable growth. Those are known as defensive growth stocks.

Our Head of Investment Management, Konstantinos Ntefeloudis, will explain in the following short video how you can structure your portfolio in just as stable a way as we manage our clients’ assets so that it can weather the stormy times. (video only available in German.)

 

Warning: This is a YouTube video. If you play the video, YouTube can track you.

We offer more

We deploy our broad wealth of professional expertise to assist you in all matters relating to your assets. We want to understand your needs and offer you customised solutions.

Get to know us

In serving our clients, we set great store by high quality and consistency. Our client advisors put their expertise and many years of experience at your disposal: they will gladly offer you professional advice and highlight the individual options open to you. 

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland
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