FREQUENTLY ASKED QUESTIONS

Our investment decisions are based on all aspects of your entire financial/family situation on a long-term outlook. We lay our main focus on diversification, asset allocation and the selection of best in class managers. We work independently and transparently.

We select our managers on their competences and suitability to fulfill your purposes. In a so-called beauty contest, we are able to choose the best providers for any investment opportunity or structured product. Through us, you have access to institutional funds not accessible to other retail investors.

No, it does not. When working with us you benefit from the following advantages:

  • You need to pay neither a bank management nor an advisory fee in your current bank.
  • You only pay reduced custody and transaction fees in your bank.
  • We eliminate unnecessary commissions, hidden costs and bank mistakes.

For our services, we charge an annual management fee. The annual fee varies depending on the amount of bankable assets that you bring with you.

We manage portfolios with a minimum account size of USD 4 Million in bankable assets.

No, you do not need to change your bank. We are working with a big variety of different public and private banks around the globe. As our client, you can profit from advantageous banking fees within the banks of your choice.

As a family office we aggregate the performance and risk of each of your accounts enabling you to see the bigger picture. The consolidation of all your bankable assets gives you (us) the possibility to overview your complete asset allocation and its risk components.

We aggregate the performance and risk of each of your accounts enabling you to see the bigger picture. The consolidation of all your bankable assets gives you the possibility to overview your complete asset allocation and its risk components, subsequently enabling immediate action upon market changes.

You need this service because banks make mistakes that can result in financial consequences. However, any mistake can be revoked for 30 days after its finding. Our services include the screening of every bank transaction and handling of your complete bank correspondence, enabling us to identify and act directly if mistakes occur. Furthermore, our team screens the market for regulatory changes, identifies political and economic risks and avoids any potential bulk risks in your portfolio.

The roots of the family office concept date back to the sixth century when a so-called majordomo was managing the wealth of a royal family. The service later filtered down to the aristocracy and started gaining popularity in the 1980s. Today a family office is a private wealth management advisory firm that oversees and manages the global financial activity of a wealthy family or a high net worth individual.

A Family Office acts solely on behalf of one family whereas a Multi Family Office serves various selected clients in managing their entire wealth.

A privately-owned Boutique Multi-Family Office providing third-party advisory and wealth management in order to preserve the wealth of high net worth individuals and ensure a multigenerational wealth transmission of families around the globe.

A Multi-Family Office becomes your trusted partner to handle all aspects of your financial business, in addition to only managing your wealth. Its services include Asset Management, Financial Planning, Third Party Advisory, Consolidation of bankable assets, Controlling, Security Trading, Banking and Real Estate.

In today’s financial environment it is essential that you should have an independent expert accompanying you. Banks have their own profit centers, so when they consider investment requirements, they find themselves having to balance both the needs of their clients and their own at the same time. As an independent MFO our decisions are not biased by any internal policies, enabling us to operate according to your personal financial needs.

No, we are not a bank. We are a third party wealth manager with a limited power of attorney to manage your bankable assets only.

Switzerland is one of the world’s leading and most competitive financial centers. It is the global leader in wealth management for foreign clients, managing around a quarter of the world’s cross-border assets. A suitable legal and institutional environment makes it possible to provide Swiss and foreign clients with high-quality services.

We are a member of Aquila & Co., an alliance of independent Swiss asset management companies and family offices. Aquila & Co. Ltd and its members are regulated by FINMA (Swiss Financial Market Supervisory Authority) as a security dealer and a bank. Aquila & Co. AG is audited by PricewaterhouseCoopers Ltd.