• Founded in 2000 as an
    affiliate of a large Swiss
    banking group
  • In 2005 became an
    Independent
    , SEC registered
    investment advisor**
  • Provides Wealth and Asset
    Management Services
    to
    international and U.S. clients
  • Over USD 550 million* under
    management

*As of December/2016
** Registration as an investment advisor does not imply
any level of skill or training.