As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised support based on care, expertise, and an unwavering commitment to our clients. 

Our commitment goes beyond wealth management solutions to actively nurture aspirations, empower future generations, and bring visions to life. With a proactive approach, we anticipate needs, act decisively, and strive for success, always focusing on creating sustainable value for our clients.

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Banking

Investment Management

Banque Heritage

The Bâle office focuses on client relations and financial services within the Swiss market.

Bâle

The Geneva office specializes in finance and compliance, supporting private banking and investment services.

Geneva

The Zurich office focuses on private banking and wealth management, catering to High-Net-Worth clients in the region.

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