what we do.

Our purpose is to help entrepreneurs, families and private individuals preserve, grow and transmit their assets over time.

Founded in 1796, we have served our clients for seven generations and grown stronger through 40 financial crises. Today, we look after over CHF 233bn of client total assets. 

We are committed to a differentiated ownership model, where our partners own and manage the firm, and continue to personally serve clients. Our clients’ interests are our own - our main activity is to serve them.

We stay focused - we do a few things, but we do them well. Wealth management is at the heart of everything we do. We provide wealth and asset management solutions to our private and institutional clients, and have developed a much sought-after technology platform to support and augment them.

We listen and advise, we do not sell. At a time when many are going for industrialised and standardised investment solutions, we believe in personal relationships and bespoke services powered by cutting edge technology.

We are solid and stable. We take a long term view in everything we do. Prudence and risk alertness are at the core of our financial strength.

Armed with the ability and drive to relentlessly rethink everything, we focus on providing our clients with fresh investment perspectives and long-term financial growth.

We are responsible – with a longstanding tradition of thinking and acting along the principles of social responsibility, sustainability, philanthropy and impact investing

Our heritage is Swiss, yet our outlook and mindset are resolutely international.