Asset & Retirement Planning

Independent advice: Competent, long-term and for future generations

Personalised financial support for your success

Our main objective is to provide personalised advice and develop optimal solutions for our clients. 

As an independent asset management company, we have the freedom to devote as much time as necessary to optimal implementation and ongoing monitoring. We are completely free in our choice of investments and are not bound to any particular provider. We offer you comprehensive support in all asset-related matters. Success depends on a close and trusting relationship.

For us, the client comes first. In our commitment to ensuring the highest level of customer satisfaction, our investment advice in Zug focuses on your individual needs. Rely on us for personalised financial solutions and sustainable success.

In an increasingly complex world, we are able to provide our customers with independent and competent advice on all matters. We want to preserve and increase wealth for future generations. The client is looked after by one contact person for all asset-related issues. Although we have many years of sound experience, we are constantly deepening our knowledge of the tax, regulatory and legal environment so that we can respond to changes quickly, adequately and in the client's best interests.