Wealth Solutions
Wealth planning, investment advisory and portfolio management
Planning, investing and financing belong together. Explore solutions for liquidity, long-term portfolio goals and succession, shaped around your circumstances and risk profile.
Wealth Planning
Professional wealth planning connects the present with the future. Together with you, we analyse assets, liabilities, liquidity needs, business interests, family objectives and risk capacity. The result is a wealth plan geared not merely to returns, but to stability, flexibility and the achievement of long-term goals.
Investment Advisory
Investment advisory is designed for clients who wish to make well-founded decisions and who value professional market views, portfolio structuring and risk analysis. Advice may cover traditional asset classes, funds, structured products, bonds, equity strategies, multi-asset concepts and alternative investments. Every recommendation takes suitability, risk profile and investment horizon into account.
Discretionary Portfolio Management
For clients who wish to delegate the management of their investments, discretionary portfolio management may be an appropriate solution. A mandate is defined covering investment guidelines, risk parameters, reporting and strategic asset allocation — a professional process with ongoing oversight, not an automatic source of returns.
Financing and Liquidity
High-net-worth clients frequently require liquidity without immediately disposing of long-term investments. Lombard loans, real-estate financing, financing for entrepreneurs or bespoke credit solutions can form part of the overall strategy. Availability, collateralisation and terms are subject to review and approval.
Alternative Investments
Private equity, private debt, real-estate strategies, infrastructure or selected real assets can complement portfolios. Alternative investments are often illiquid, complex and not suitable for every investor. Their value lies in careful selection, risk assessment and integration into the overall strategy.
Structuring wealth after a business sale, succession or portfolio review
Wealth solutions rarely begin with a product — they begin with a situation that calls for structure.
After the Sale of a Business
Illiquid wealth becomes liquidity. We help to bring order to the new structure before individual investment decisions are made.
Read the Insight →Generational Transition
Succession, governance and preparing the next generation — guided with structure and discretion.
Entrepreneurs & Families →Restructuring a Portfolio
Portfolios that have grown over time rarely follow a coherent logic. We examine risk drivers, costs and liquidity, and create a resilient architecture.
Our Investment Approach →How We Work
Our process for your wealth strategy
Common wealth planning questions
The right structure depends on needs, time horizon and existing risks. These questions offer a starting point for an individual assessment.
How much liquidity is appropriate?
The reserve should reflect planned spending, possible tax payments and unexpected obligations. A standard percentage cannot replace personal planning.
How can investment goals be separated?
Short-term access, long-term capital preservation and growth can each carry different risk budgets. Set these roles before choosing individual instruments.
When should succession be considered?
If wealth is intended to last across generations, decision rights and transfer goals belong in the plan. Relevant legal and tax effects need specialist advice.
Explore wealth architecture
Wealth Planning: Liquidity and Succession
Connect liquidity, capital preservation and succession by organising wealth around immediate needs, long-term goals and the next generation.
Read article →
Investing Wealth After Selling a Business
How to structure business sale proceeds: plan liquidity, spread risk and define your wealth goals before making individual investment decisions.
Read article →Start your wealth planning conversation
Arrange a confidential introductory meeting and receive a structured assessment of your wealth situation.
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