Family Offices

Families of Wealth

With our future-oriented investment philosophy, family offices and families of wealth do not invest in the past, but in future movers. These are companies that successfully respond to global megatrends and develop solutions for global challenges. With innovative concepts, they replace outdated business models and at the same time achieve a positive footprint.

What you can expect from us

We support you in integrating your values as well as your social and ecological goals into the management of your assets. No matter whether you are involved in philanthropy or wish to combine financial and impact-oriented aspects in your investments. We support you in orienting your wealth planning towards a positive future.

  • Tailor-made asset management solutions
  • Future mover equity funds
  • Future check on your assets
  • Philanthropy advice


Niklaus Haller

Head of Clients, Member of the Executive Commitee

+41 44 215 55 54
[email protected]