A vision for the next generation

Planning tomorrow today: retirement planning, estate planning and inheritance

We know that succession plans and inheritance provisions are emotional topics requiring careful and prompt consideration. The path to planning, structuring and preserving your wealth down the generations is a very personal one. We can advise and help you.

What matters to us

1 Comprehensiveness: Our advice is comprehensive. With access to 400 experts across every area of finance, pooling their knowledge and expertise under one roof, we ensure we have it all covered.
2 Stability: Our stability is built on providing future-oriented asset planning coupled with long-term support. Our clients know that our Relationship Managers are there to help.
3 Sustainability: Sustainability also means thinking about future generations, which is exactly what makes our financial plans future-proof.

What matters to you?

Tell us in a face-to-face meeting with one of our Relationship Managers. There is no pressure to make any quick decisions. The aim is to find out what is important to you.

Get in touch

Our services at a glance

Concerned about pensions, retirement planning, estate planning or taxes? We can provide you with all the advice you need.

Comprehensive financial advice

We analyse your current circumstances and show you specific ways to optimise your retirement planning.
We can advise you on all aspects concerning the settlement of your estate.
We provide direct access to our skilled tax experts, who will give you competent advice on all your tax matters under Swiss law.