Winner

• Client Service

Please explain what you think makes your firm successful in its chosen field?

Our successes can be attributed to a culture of strong values and our dedication to providing personalised, high-quality wealth management services to our clients. We are attentive and flexible in the way we serve them. Given our entrepreneurial mindset, we always try to find the best solution for our clients, even if the path to it has not yet been paved.

What have been the main obstacles you had to overcome and how did you do so to reach this level?

Obstacles are an inevitable reality of every business, in every industry. This has been especially true in 2022, which was an exceptionally complex year for markets globally. But thankfully, we have been able to overcome them through our ability to adapt and evolve, while remaining true to our values.

What are the main contributions do you think you bring to the wealth management industry?

We believe we bring a unique perspective to the wealth management industry, as a family-owned and managed business created with a will to innovate. We have built our success around the idea of delivering value to our clients, the importance of alternative investments, the democratisation of Private Equity, and most recently the integration of digital assets into a comprehensive portfolio paradigm.

Where in the world do you operate – are you mainly a domestic player or international?

We are Swiss-rooted, but we operate globally, serving both private and institutional clients, out of four offices in Switzerland and international offices in Turkey, South Africa and a newly created advisory office in Uruguay. Our international development with offices close to our clients aims at delivering excellent service and investment advice with proximity to our clients.

What does success look like you – can this be measured in hard numbers, or in qualitative ways, or both?

Success for us is about building and maintaining the trust of our clients through the delivery of value: providing the best possible service, unlocking new investment opportunities, establishing authentic human relationships. Financial results should only come as a consequence.

Success for us is about building and maintaining the trust of our clients through the delivery of value: providing the best possible service, unlocking new investment opportunities, establishing authentic human relationships.

Whom do you look to in terms of ideas and inspiration? What other business sectors do you follow for ideas?

As a family-owned and managed private banking group, we look to our family heritage and values as well as to leaders in various industries for inspiration. But perhaps more importantly, we strive to create a culture that encourages innovative thinking withing the organisation.

What position would you like your firm to hold in its sector in five years’ time?

In five years, we hope to continue to be recognised as one of the leading independent private banking groups in Switzerland, while expanding our reach to serve more international clients, offering them the best products and services that the industry has to offer.