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Investment plans and financial advice for affluent clients

You need a well-structured financial strategy that credit unions and banks cannot offer. 

Our advisors are supported by a team of experienced financial security specialists. With us, you will reach your objectives. 

We build your portfolio with you

The market has evolved, and investment products are now performing very well for our clients with higher amounts to invest. Our advisors can plan a private management meeting with you and review all available financial options. Their analyses are entirely personalized and they make sure to understand your situation thoroughly before proposing any solutions.

More than 40 years experience for your financial security

Our investment specialists stand out, above all, for their great field experience: They know what to ask and where to look so that your financial situation is at its best. Our advisors are well supported to help you and truly listen to all your financial needs.

Why establish an optimal investment plan with one of our advisors

  • Experienced specialists supporting your advisor
  • Overview of all investment solutions available
  • Clear and detailed financial planning
  • Personalized private meetings
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