Founded in 1796, we have served our clients for seven generations and grown stronger through 40 financial crises.
We have used imagination and innovation to provide wealth and asset management services to our private and institutional clients, and have developed a much sought-after technology platform to support them.
Our past achievements form the foundations of reinvention. We have the expertise to help navigate an ever changing world: prudence and risk alertness are at the core of our financial strength.
We are independent and fully owned by our Partners. We do not answer to shareholders or work to a one-size-fits-all approach. Our clients’ interests are also our own.
Free from the market pressures of quarterly results, and with the ability and desire to constantly rethink everything, we can focus on providing our clients with financial stability and growth with a long-term perspective.