en flag
en flag
Low-key dramatic architectural close-up of a concrete and glass vault in Geneva, sharp geometric angles, dark shadows and gold light reflections, portrait aspect
Low-key dramatic architectural close-up of a concrete and glass vault in Geneva, sharp geometric angles, dark shadows and gold light reflections, portrait aspect

■ HERITAGE ALLOWANCE

Two pillars of investment.

We structure exclusive asset portfolios around income-producing real estate and global stock markets, combining Swiss institutional rigor with a strict capital preservation strategy.

Minimalist architectural facade of a modern residential building in Zurich, dark concrete, elegant bronze window frames, dramatic chiaroscuro lighting, landscape aspect
Minimalist architectural facade of a modern residential building in Zurich, dark concrete, elegant bronze window frames, dramatic chiaroscuro lighting, landscape aspect
Abstract geometric sculpture of brass and steel plates intersecting, dark background, precise spotlight highlight reflecting gold tones, landscape aspect
Abstract geometric sculpture of brass and steel plates intersecting, dark background, precise spotlight highlight reflecting gold tones, landscape aspect

Return Strategies

Tangible and liquid assets

Our binary approach is rigorously designed to balance the stability of cash flows from physical assets and the responsiveness of financial markets under constant control of volatility.

PHYSICAL REAL ESTATE

LIQUID PORTFOLIO

Investment property

Stock Markets/Startups

Rigorous selection of residential and commercial income properties internationally. We exclusively target established assets generating immediate, stable, and inflation-indexed cash flows.

Global large-cap equity portfolios, actively managed using a proprietary quantitative model aimed at systematically reducing market risks and volatility.

Historical objective: Reduced volatility of 30% against the index.

Target return: 4.5% - 5.8% net per annum.

Aligned with established institutional standards, free from proprietary influence.

Each allocation decision is documented, tailored to your profile never to our products. The memoranda you receive are written to be read without a glossary.

Transparent fees with a remuneration structure based on assets under management. Our pricing is fully disclosed, aligned with the scale of assets we manage on your behalf, and designed to ensure clarity and alignment of interests at every level.