Private finance and wealth management since 1857. With Swiss precision, we approach the optimization of each client's finances. We prepare solutions in the areas of investments, pension security, banking products, personal and property insurance or housing finance and mortgage loan brokerage.

Chartered investment consultancy. Our remuneration is mostly from profits. If you have sold a business or have units, tens or hundreds of millions of crowns to invest. Our clients are business owners, senior executives or it professionals who don't have time to worry about their money.

Financial consultation - approx. 60 minutesDuring the meeting we can discuss your current financial situation, servicing of existing contracts or topics you are currently dealing with. The goal is to get an overview, answer your questions and possibly find other ways to set up your finances in the best possible way.