We are a Swiss privately-owned specialised investment boutique headquartered in Zurich with its founding roots dating back to 1993. We serve corporates, banks and other financial institutions, investors and traders through a unique blend of the latest technology, high-touch service and the extensive expertise of our interdisciplinary teams.
We specialise in fixed income, and structured products and AMCs and offer paying agent, placement agent, wealth and asset management services and private market solutions.
We operate as a licensed securities firm under the FINMA in Switzerland, the ISA in Israel, the SFC in Hong Kong and the DFSA in Dubai.
Our Purpose:
We are purposely and uniquely built to align our clients’ and partners’ interests in providing bespoke financial services.
Our Vision:
We strive to become the provider of choice for our clients.
Our Mission:
To help our clients achieve their individual financial goals.
Our Values:
Our strong culture is grounded in our 5 core values: Trust, Unity, Communication, Energy and Freedom within Framework
Industry
Financial Services, Security brokers, Financial and insurance services, Business Services, Independent financial advisers, Financial management consultants and services, Services to businesses
HQ Location
Bellerivestrasse 45
P.O. Box
Zurich, 8034, CH
Keywords
Structured ProductsPaying AgentAsset ServicingPlacement AgentAsset ManagementWealth ManagementFixed IncomePrivate MarketsAMCsSecuritisation