Independent asset managers


Trading services

As a member of the SIX Swiss Exchange we work with leading brokers to offer you access to most of the world’s financial markets.

Thanks to direct contact with our trading room, your orders will be executed instantly and your transactions will remain strictly confidential.


Our e-banking gives you a detailed view of your portfolio 24/24.

  • Value, consolidate and analyse accounts by asset class
  • Print account statements and trade logs
  • Obtain additional information on your positions, such as maturities, updated prices, etc.
  • Manage e-documents (notices, account statements, tax statements, etc.)
  • Tailor content to your smartphone or tablet.

Investment advisory services

Our team of analysts is close to the markets. They will advise you actively on your investment decisions and keep you regularly informed on new proposals, in accordance with your time horizon and investment profile.

Being independent allows us to select the best external funds objectively and thus to offer you a complete range of top-performing products.


Our specialists publish various publications: a weekly Flash Boursier, examining market happenings, and a quarterly analysis encapsulating our convictions on the markets.