Discipline today. A brighter tomorrow.
Your wealth. Our responsibility.
Independent, fee-only advice for private individuals and families. Your assets stay at your bank.
- Tailored advice
- Independent advice
- Long-term focus
- Trusted partnership
More than investments. A lasting partnership.
Advice built around your life
Your ambitions, responsibilities and concerns set the direction. We turn the full picture of your finances into practical guidance for today and a clear plan for the years ahead.
Independence you can see
We are paid only by our clients, not by product providers. Your assets remain in your name, while every recommendation is made with your interests in view.
Guidance for confident decisions
Fact sheet
Plan retirement with confidence
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Appointment
Start with a conversation
Tell us what matters to you and learn how independent advice could help. Your first meeting is free and without obligation.
Schedule a conversationFact sheet
Protect what you have built
A practical guide to recognising suspicious messages, checking requests before you act and responding quickly when something feels wrong.
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Advice made personal
Retirement
Pension or lump sum before retirement
Taxes
Drawing pension capital across several years
Real estate
Mortgage refinancing on expiry
Illustrative, anonymised examples. Not a guarantee of similar results.
Markets & analysis
Market data
| Instrument | Level | Change |
|---|---|---|
| SMI | 16'264.830 | -0.60 % |
| DAX | 28'306.320 | -0.96 % |
| Eurozone 50 | 858.855 | -1.00 % |
| SPX (S&P500) | 7'667.290 | -0.55 % |
| EUR/CHF | 0.93079 | +0.14 % |
| USD/CHF | 0.90119 | -0.21 % |
How we can help
Client portal preview
The portal is a window onto accounts held in your name at your custodian bank. It is not a place where money is received or sent. Access is issued after we know you — never through an unsolicited login link.
- Real-time holdings and performance across your custody accounts
- Document storage for statements, tax packs and letters
- Secure messaging with your adviser
- 2FA
- TLS 1.3
- CH hosting
Two-factor authentication on every login · Encryption in transit for portal sessions · Swiss data hosting for portal records.
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