We believe that you are more likely to succeed in life when you have a plan, and the same applies to managing your money. Everyone, no matter what their stage of life, can benefit from lifestyle financial planning. Throughout your life, your needs and aspirations, as well as your income, assets and outgoings, will change and no financial position is, or remains, static for long. This makes it vital that the advice you receive is not only tailored to your individual circumstances, but is also reviewed on a regular basis.

We consider that advising on your personal wealth is our personal responsibility. Our services are underpinned by a disciplined, rigorous approach, including Investment Risk Profiling and Lifetime Cash Flow Analysis, helping you to make well-informed long-term decisions.

We are members of ARIF, a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries referred to in article 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). ARIF is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes

We are a founder member of the Federation of European Independent Financial Advisors (FEIFA), a non for profit trade organisation whose broad aim is to improve the quality of advice offered by the independent financial sector in Europe.